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COLLEGE CHOICE AND COMPETENCY-BASED EDUCATION LEARNER MOTIVATIONS by Cali Marie Koerner Morrison A dissertation submitted in partial fulfillment of the requirements for the degree of Doctor of Education in Higher Education Administration MONTANA STATE UNIVERSITY Bozeman, Montana April, 2018

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COLLEGE CHOICE AND COMPETENCY-BASED EDUCATION

LEARNER MOTIVATIONS

by

Cali Marie Koerner Morrison

A dissertation submitted in partial fulfillment of the requirements for the degree

of

Doctor of Education

in

Higher Education Administration

MONTANA STATE UNIVERSITY Bozeman, Montana

April, 2018

©COPYRIGHT

by

Cali Marie Koerner Morrison

2018

All Rights Reserved

ii

DEDICATION

This dissertation is dedicated to my smart, sassy, inquisitive, strong young ladies, Bryce and Portia. May having witnessed me achieve this goal while working and being a mom help you see that with hard work you can do anything you put your mind to.

To my ever-supportive husband, Bryan, for loving me even when I’m a sleep-deprived lunatic looking for just one more resource, tweaking one more graphic, or chasing the next shiny thing that catches my eye. For sitting by my side as I cried and just listening – not passing judgment or trying to fix anything – just being there for me. I only hope that one day our girls will be so lucky to find partners like you.

To my parents who first set me on this journey by teaching me the importance of education and modeling its pursuit through your own passions. Thank you for moving me to the amazing school district that nurtured my curiosity and gave me a leg up as I moved beyond its hallways. I will never be able to repay you for all you have given me, but I only hope to pay it forward by doing the same for my girls.

To my little brother, the best UncKit in the entire world. Thank you for your keen editing eye, for your encouragement, and for making my girls jump up and down with joy when they hear your car on our road. I count myself one of the lucky ones to have such an amazing sibling.

To all the teachers I have had, and to all the teachers my daughters will have, for the sometimes-thankless job you do in helping shape young minds.

To all of my extended family, including my family-by-marriage – I couldn’t have better people in my life and in the lives of my girls.

To all the friends who have encouraged me in this process and supported me through understanding when I bring a bag of chips to the potluck instead of a fancy confection, entertaining my kids so I could write, not commenting on the bags under my eyes or the dissertation donut I’m carrying around right now. I am lucky to have such a strong support network.

To my Lillian, who was ripped from my life too soon. I don’t have words for what our friendship meant me. For how proud I am of you for what you were achieving at MSU, for the woman you were becoming. I wish we were walking this stage together, but I will stand proud in your memory.

And last, but most certainly not least, to Dr. Betsy Palmer, the amazing soul who started me on this doctoral journey. From providing me with an excellent academic base in my master’s program to providing me with your basement while we built our dream on a couple acres of land. To special Tuesdays and the smell of dal bhat on the stove and walks with Mac and Duncan through snowy fields. To chasing dreams and seeing them grow into beautiful children. Your support as my mentor, as my friend, carried me through this journey though you are no longer here to see its fruition. I promise to continue to pay it forward, and mentor others the way you did me.

iii

ACKNOWLEDGEMENTS

Taking this step in my academic journey would never have come to this point

without the guidance of my chair, Dr. Carrie Myers, thank you for picking up this

orphaned doctoral student & seeing me through to the next beginning. To my

esteemed committee Dr. Marilyn Lockhart, Dr. Sarah Schmitt-Wilson, Dr. Bryce Hughes,

thank you for the guidance in preparing me to cross over the academic threshold. Dr.

Jim Rimpau and Dr. Ann Ellsworth, thank you for your support as past committee

members. To the institutions & learners who participated, thank you! Dr. Niki Bray, my

doc-rock, thank you. To my WCET & APUS Teams thanks for supporting me through this

journey & helping me chase the shiny ideas. To Dr. Patricia Campbell who reminds me

that nothing great happens without a little salty liquid. To the UW-M DETA Divas may

we continue our shared identity as researchers-by-day (or night!). To my academic

auntie, Dr. Karen Paulson, knit on sister. I am also grateful for Drs. Dave Longanecker,

Peter Ewell, Sally Johnstone, Karen Pedersen, Van Davis, Jeff Borden, Karan Powell,

Vernon Smith, Mike Offerman, Wally Boston, Matt Pistilli, Ellen Wagner, Mark Milliron,

& the late Drs. Bruce Chaloux & John Ebersole and Ed Klonoski & Russ Poulin for each

taking time to answer my questions. To Jamie O’Callaghan, best lunch date around! To

Steve Luft for all the times you let me bend your ear! Thanks to my CBE Thought-

Partners Drs. Lisa Hite, Sasha Thackaberry & Joellen Shendy & my eduinnovation co-

conspirators incl. Dr. Whitney Kilgore, Dr. Luke Dowden & #3wedu #DLNChat #LOOP!

iv

TABLE OF CONTENTS

1. INTRODUCTION TO THE STUDY ...................................................................................... 1

Introduction ..................................................................................................................... 1 Problem Statement ......................................................................................................... 5 Purpose of the Study ....................................................................................................... 8 Research Questions ......................................................................................................... 8 Significance of the Study ................................................................................................. 9 Theoretical/Conceptual Framework ............................................................................. 11 Research Design ............................................................................................................ 14 Operational Definitions ................................................................................................. 15

Authentic Assessment........................................................................................... 15 College Choice ....................................................................................................... 16 Competency-based Education .............................................................................. 16 Direct Assessment Competency-based Education ............................................... 16 Enrollment Motivators .......................................................................................... 17 Learners ................................................................................................................ 17

Assumptions ...................................................................................................................... 17 Delimitations ..................................................................................................................... 18 Limitations......................................................................................................................... 19 Summary ........................................................................................................................... 19

2. LITERATURE REVIEW ..................................................................................................... 21

Introduction ................................................................................................................... 21

What is Competency-based Education? ............................................................... 22 Historical Developments of Competency-based Education.......................................... 28

Apprenticeships .................................................................................................... 28 The Carnegie Unit and Higher Education .............................................................. 29 The Competency-based Education Programs of the 1970s ................................. 32 The Public Internet and Online Education ............................................................ 33 Western Governors University ............................................................................. 36 Direct Assessment Programs ................................................................................ 37

Competency-based Education Learners ....................................................................... 43 Adult and Non-Traditional Learners ..................................................................... 45 Access to Higher Education................................................................................... 47 The College Choice Process................................................................................... 50

Summary ....................................................................................................................... 58

v

TABLE OF CONTENTS CONTINUED 3. METHODOLOGY ............................................................................................................ 60 Introduction ................................................................................................................... 60 Research Questions ....................................................................................................... 62 Research Design and Rationale ..................................................................................... 63 Research Context .......................................................................................................... 64 Survey Methodology ..................................................................................................... 66 Population & Sample ..................................................................................................... 68 Variables and Constructs ............................................................................................... 79

Instrumentation .................................................................................................... 75 Instrumentation Validity and Reliability ....................................................................... 94 Data Analysis ................................................................................................................. 98 Study Reliability and Validity ....................................................................................... 104 Summary ..................................................................................................................... 106 4. RESULTS ....................................................................................................................... 107

Introduction ................................................................................................................. 107 Analysis ........................................................................................................................ 108

Characteristics of Competency-based Education Learners ................................ 108 Learners’ Characteristics predict Enrollment Motivators................................... 115

Modality .................................................................................................. 115 Learning Goals ......................................................................................... 116 New Career ............................................................................................. 116 Professional Goals ................................................................................... 117 Social Goals ............................................................................................. 117

Learner Satisfaction with Decision to Enroll ....................................................... 121 Enrollment Motivators and Predicting Learner Satisfaction .............................. 125

Modality .................................................................................................. 126 Learning Goals ......................................................................................... 126 New Career ............................................................................................. 127 Professional Goals ................................................................................... 127 Social Goals ............................................................................................. 128 Significant Enrollment Motivators – Modality, Learning Goals, and Social Goals ............................................ 128

College Choice Process ....................................................................................... 136 College Choice Process Conclusion ..................................................................... 157

5. CONCLUSIONS ............................................................................................................. 158

vi

TABLE OF CONTENTS CONTINUED Introduction ................................................................................................................. 158 Overview of the Study ................................................................................................. 158 Methodology ............................................................................................................... 159 Discussion of the Research Results ............................................................................. 161

Research Question #1 ......................................................................................... 161 Research Question #2 ......................................................................................... 164 Research Question #3 ......................................................................................... 167 Research Question #4 ......................................................................................... 168 Research Question #5 ......................................................................................... 171

Survey Question 1 ................................................................................... 171 Survey Question 2 ................................................................................... 172 Survey Question 3 ................................................................................... 173 Survey Question 4 ................................................................................... 174 Survey Question 5 ................................................................................... 174 Survey Question 6 ................................................................................... 175 A Look at Themes from the Survey Questions ....................................... 176

Recommendations from the Study ............................................................................. 177 Limitations ................................................................................................................... 180 Recommendations for Further Research .................................................................... 181 Conclusions .................................................................................................................. 182 REFERENCES CITED .......................................................................................................... 184 APPENDICES .................................................................................................................... 205

APPENDIX A: Email Request to Learner Participants .......................................... 206 APPENDIX B: College Choice and Competency-based Education Learner

Motivations Survey ....................................................................... 208

vii

LIST OF TABLES

Table Page

1.1. Theoretical Frameworks ................................................................................ 13

3.1. Institutional Demographics ............................................................................ 70 3.2. Total Competency-based Education (CBE)

Enrollment, Population, Responses, and Response Rate by Institution Type ................................................................................ 71

3.3. Population, Responses, and Response Rate by Institution Type ................... 71 3.4. Learners’ Characteristics by Institution Type ................................................ 74

3.5. Learners’ Characteristics by Institution Type Continued ............................... 77 3.6. Table of Specifications ................................................................................... 81 3.7. Table of Variables........................................................................................... 87 3.8. Factor loadings based on a principal component

analysis with varimax rotation with Kaiser normalization ............................ 96

4.1. Descriptive Statistics .................................................................................... 112 4.2. Descriptive Statistics of Enrollment Motivators

(Dependent Variables)................................................................................. 115

4.3. Multiple Linear Regression Coefficients for Enrollment Motivators ................................................................................ 119

4.4. Satisfaction with Decision to Enroll by

Learner’s Characteristics ............................................................................. 121

4.5. Multiple Linear Regression Coefficients for Learners’ Satisfaction with Decision to Enroll ............................................. 124

viii

LIST OF TABLES CONTINUED Table Page

4.6. Multiple Linear Regression Coefficients for Learners’ Satisfaction with Decision to Enroll by Enrollment Motivators ........................................................................... 130

4.7. Question one ................................................................................................ 137 4.8. Question two................................................................................................ 140 4.9. Question three ............................................................................................. 143 4.10. Question four ............................................................................................. 146 4.11. Question five .............................................................................................. 149 4.12. Question six ................................................................................................ 153

ix

LIST OF FIGURES

Figure Page

1.1. Theoretical/Conceptual Framework .............................................................. 12 4.1. Word Frequency “Was there anything specific that

made you decide you wanted to go to or return to college before you enrolled in your competency-based education program?” .................................................................................. 139

4.2. Word Frequency “Where did you begin your

search to start or return to college ............................................................. 142

4.3. Word Frequency “What type(s) of information did you look for in this process?” ................................................................ 145

4.4. Word Frequency “Who, if anyone, was involved

in this search process with you?” ................................................................ 148

4.5. Word Frequency “Please share why you chose the program you are currently enrolled in.” ..................................................... 152

4.6. Word Frequency “Which of your skills or experience

were most helpful in preparing you for this educational experience? Explain.” .................................................................................. 157

5.1. Composite View of the Competency-based Education Learner .................. 164 5.2. Significant Contributors to Learners’ Satisfaction with Their Decision to

Enroll in Competency-based Education ...................................................... 170

x

ABSTRACT

Recently there has been a resurgence of interest in competency-based education, a learning modality which is mastery-based, self-paced and focused on demonstrations of knowledge and skill rather than where or how they were attained (C-BEN, 2016; Cuckler, 2016; Tate & Klein-Collins, 2015; U.S. Department of Education, 2002). The face of higher education is changing, according to NCES (2015), 75% of students enrolled in college have one or more nontraditional characteristics. Recent studies suggest that competency-based education enrollees may fall under the larger non-traditional student population; (Kelchen, 2015; Kelchen, 2016; Kelly & Columbus, 2016). The purpose of this study was to investigate the learners’ characteristics, college choice process, and learners’ satisfaction with their decision to enroll in competency-based education. This multi-institutional study employed descriptive statistics, correlational research design utilizing ordinary least squares regression analyses, and quantitative content analysis.

This study found the typical competency-based education learner is a nearly 39-year-old, married (66.2%), white (84.4%), Non-Hispanic (89.6%) female (70.2%) who has been out of high school for just over 20 years. She lives in a different location than her current institution (68.5%) and has studied at a prior college (95.7%), including study in her current discipline (61%). She is slightly less likely to be a first-generation student (51.2%) than she is to be the first in her family to go to college. She is also more likely to be eligible for a Pell Grant (48.8%) than not. She is employed full time (71.4%), works an average of 38 hours a week and has worked for nearly 10 years (M=9.63, SD=9.28) in her field of study. 88.1% of these learners were very or extremely satisfied with their decision to enroll in competency-based education. The modality, learning goals, and social goals enrollment motivators significantly, positively influenced learners’ satisfaction with their decision to enroll. Common themes emerged in the choice process including affordability, career advancement, learning goals, and learning modality. I conclude that each learners’ path to CBE is their own and higher education institutions need to place greater emphasis on this learning pathway’s knowledge building capabilities rather than solely it’s perceived vocational focus.

1

CHAPTER ONE – INTRODUCTION TO THE STUDY

Introduction

Susan1 never wanted to go back to school: she’d done the calculations, she was

closer to retirement than anything else, and the payout of a college degree didn’t

balance with the cost to obtain it. With years of industry experience, a good job, and

children nearing college themselves, the prospect of having to pay and wait until she’d

passed a class to be reimbursed was too much risk (Morrison, 2015). Like many non-

traditional, distance learners, the cost of higher education weighed heavily in her choice

process (Lansing, 2017; Morrison, 2016). Her employer partnered with a competency-

based education program, offering employees the opportunity to learn with no upfront

cost, and Susan’s entire perspective changed. Something she had written off as

unattainable became a realistic choice. Over the next several months Susan dove into

her studies headfirst, coming out just nine months later with an associate degree, and a

thirst to continue. She continued working toward her bachelor’s degree, even

considered going on from there (Morrison, 2015).

Susan not only attained her degree but modeled for her children the dedication

it takes to complete a degree while working and raising a family. The availability of

competency-based education made access to higher education a viable choice for

Susan. By obtaining her degree, the effect is further reaching than Susan’s own

1 Name changed to protect the promised anonymity of the research participant.

2

academic and career development. One moment, a small catalyst, and at least three

lives are changed for the better. Prior research has shown that learners whose mothers

have earned a college credential are more likely to attain one themselves (Atwell, et al,

2007; Yakaboski, 2010).

To set the context, this study will utilize the terminology ‘learner’ to refer to

those who are over eighteen, participate in organized educational activities, and have

one or more characteristics of a non-traditional student (Choy, 2002; Cross, 1978; Cross,

1979; Finch, 2016; NCES, 2015). The term learner is commonly used in the adult

education and adult learning literature to which this research will contribute. Also

included in this literature is the practice of competency-based education as a learning

modality aimed at adult learners. While it is experiencing contemporary interest, this

method has a relatively brief history in the greater context of higher education.

Since the 1970s, institutions of higher education have been offering what is

known as competency-based education (CBE), a learning modality where learners

demonstrate mastery of a set of competencies that comprise a credential (C-BEN, 2016;

Grant, 1979; Spady, 1977; U.S. Department of Education, 2002). In postsecondary

education, there are currently several types of competency-based education programs:

those that are tied to the credit hour and courses, those that operate without a cross-

walk to the credit hour through direct assessment of competencies, and a hybrid of

these two (Book, 2014; Brower, 2014; Ebersole & Stewart, 2011; Fain, 2015; Hatcher

3

Group, 2014; Johnstone & Soares, 2014; Kelchen, 2015; Laitinen, 2012; Snowden, 2014;

U.S. Dept. of Education, 2014).

Excelsior College, Thomas Edison State College, Charter Oak State College,

Alverno College, and SUNY Empire State were all founded in the early 1970s with

directives to serve adult learners (Ebersole & Stewart, 2011; Klein-Collins, 2013;

Thackaberry, 2016). With these directives in mind, the institutions developed

competency-based education programs that met the flexibility adult learners needed to

complete credentials. These early competency-based education programs allowed

learners to bring in prior learning or use institutional resources, namely learning

materials and faculty, to develop the knowledge and skills necessary to prove their

mastery of competencies through authentic assessments. Wax and Klein-Collins (2015)

described authentic assessments succinctly as “the kind of projects or assignments that

they [learners] would regularly encounter in an actual workplace” (para. 4). Once

mastery is certified, students are awarded credit that leads to a higher education

credential, whether a certificate or a degree.

After the dawn of the internet age, in 1997, the governors of 19 western states

banded together to found Western Governors University. The purpose of this new

institution was to develop the workforce needs of rural western states by providing

access to quality credentials (Book, 2014; Ebersole & Stewart, 2011; Johnstone &

Soares, 2014; Kelchen, 2015; Laitinen, 2012; Morrison, 2016; Thackaberry, 2016a).

Within a decade, the Department of Education saw the value of this modality of

4

education and included a provision in the Reauthorization of the Higher Education Act of

1965 to include direct assessment competency-based education (Fain, 2013a; Lacey &

Murray, 2015; Lederman, 2012; U.S. Department of Education, 1999). While Western

Governors University did not continue the direct assessment path, this provision opened

the door for innovation. It would be another 5 years before anyone acted on the

provision, but when Paul LeBlanc, president of Southern New Hampshire University did

with College for America, it solidified contemporary interest in competency-based

education (Clerkin & Simon, 2014).

In January of 2015, the U.S. Department of Education used authority under the

experimental sites program to award over 40 institutions authorization to develop new

programs which are self-paced, competency-based education programs tied to the

credit hour or a hybrid of direct assessment program and some credit hour-based

coursework. (Fain, 2015; Morrison, 2016; U.S. Department of Education, 2014). The

implementation of these programs was delayed by a lag in the release of the operating

guidelines from the U.S. Department of Education, which were a condition in the

accreditors’ approval process for substantive change requests for new and revised

competency-based education programs (Bounds, 2015; C-RAC, 2015; Laitinen, 2015).

The rise of this wave of competency-based education is driven by the many calls

for a better educated American populace, by President Barack Obama (2009) and the

major foundations which support higher education (Lumina, 2009). Competency-based

education provides another avenue for access to higher education. Learners who

5

pursue competency-based education look for the ability to “work the school around

[their] life” and are conscientious regarding both time and financial costs. (Morrison,

2016, p.74). This allows learners to diminish the opportunity cost of pursing higher

education by allowing them to continue their work, family, and community obligations.

Learners cannot engage in higher education until they make an institutional

choice and enroll in a program. Without understanding the college choice process, we

risk providing an inequitable access. College choice varies greatly for different

subpopulations of learners – both in what motivates them to enroll in higher education

and what process they undertake to make that decision. Many adult learners make a

concurrent decision of both when and where to enroll (Bers & Smith, 1987; Morrison,

2016; NCES, 2015; NPEC, 2007). This research is built on the college choice model of

Southerland (2006) while also drawing proxies from the community college choice

literature (Broekemier, 2002; Laanan, 2003, Peek & Goldstein, 1991; Somers, et.al.,

2006; Southerland, 2006). What little is known about the competency-based education

student population shows parallels to community college enrollees.

Problem Statement

The face of higher education is changing, and in addition to continuing to

support our traditional student populations, institutions need to consider the best way

to address the educational and student support needs of nontraditional learners.

According to NCES (2015), seventy-five percent of students enrolled in college have one

6

or more nontraditional characteristics. Nontraditional characteristics include: being

independent (for tax purposes), having dependents, having received a GED or other high

school equivalency rather than a high school diploma, delaying postsecondary

attendance, attending part-time, and working full-time (NCES, 2015, p. 6). With non-

traditional learners attending higher education at higher rates than ever before, more

attention to the needs of these learners is warranted (Stevens, 2014).

Recent studies suggest that competency-based education enrollees may fall

under the larger non-traditional student population; however, more information is

needed about the characteristics of CBE learners to understand specific impacts on

access, recruitment, and delivery of services (Kelchen, 2015; Kelchen, 2016; Kelly &

Columbus, 2016). As Kelchen (2016) notes, the only data currently available on

competency-based education enrollees from federal datasets, such as IPEDS, are those

learners enrolled in institutions with primarily competency-based operations. NCES

does not separate competency-based enrollments from other types of enrollments such

as distance education enrollments. However, from the nine institutions Kelchen (2016)

studied, the data shows that 90% of these learners were 25 or older, on average 24%

received Pell grants – an indicator of low-income status -- and on average 55% were

women.

My previous research (2016) mirrors these statistics showing direct assessment

competency-based education learners are working adults, with family and community

commitments in addition to their school work. They make decisions based upon

7

financial impacts including the acceptance of transfer credits and employer benefit

programs and the opportunity costs of programs in addition to direct costs (Morrison,

2016). To understand the reasons learners’ choose competency-based education

programs, we must also investigate how learners select what program to enroll in.

Research on the college choices of older learners is scant and tends to be

focused on community college enrollees (Broekemier, 2002; Laanan, 2003; Peek &

Goldstein, 1991; Somers, et.al., 2006; Southerland, 2006). Whether they are new to

postsecondary education or a returning learner, the literature about the college choice

experiences of non-traditional learners is noted as lacking by several authors

(Bergerson, 2009; Kortesoja, 2009; NPEC, 2007; Morrison, 2016; Peek & Goldstein, 1991;

Perna, 2006; Roszawki & Reilly, 2005; Southerland, 2006). In her 2017 article, Jill

Lansing notes, “Despite the growing prevalence of distance learning opportunities and

the expanding body of research on distance education, research on college-going

decisions of distance learners is sparse (p.365).” In addition, new research by Andrew P.

Kelly and Rooney Columbus of the American Enterprise Institute (2016) note “fewer

articles have explored empirical questions as to who actually enrolls in CBE…” (p. 2).

Their research yielded just thirteen articles that look at learner characteristics and none

focused on the college choice process (Kelly & Columbus, 2016). When higher

education administrators, faculty, employers, and policymakers understand the factors

that influence students’ enrollment in competency-based programs, they can enhance

access to higher education, particularly for adult learners.

8

Purpose of the Study

The purpose of this study is to investigate the learners’ characteristics, college

choice process, and learners’ satisfaction with their decision to enroll in competency-

based education. The study utilizes data I first collected for the University of Wisconsin

– Milwaukee National Research Center for Distance Education and Technological

Advancements (DETA) in fulfillment of grant requirements. While that research focused

on the enrollment motivators for competency-based education enrollees, the survey

also contained questions related to these learners’ college choice process that are the

focus of this study. The intent of this study is to identify competency-based education

learners’ college choice process and explore if the enrollment motivators predict

learners’ perception satisfaction with their decision to enroll. Finally, this study

describes the learners’ characteristics in competency-based education. This study helps

demonstrate who is attending CBE programs and provides evidence for how these

programs expand access to higher education. This research will also assist the higher

education community in communicating the value of competency-based education to

potential learners, thus increasing their access opportunity.

Research Questions

Overall, the study investigates the learners’ characteristics and demographics of

competency-based education enrollees, also how they determined a competency-based

9

education program was the right opportunity to fulfill their educational, career, and life

goals. Specifically, it asks the following questions:

1. What are the characteristics of competency-based education learners?

2. Do characteristics of competency-based education learners predict enrollment

motivators?

3. Do characteristics of competency-based education learners predict satisfaction

with their decision to enroll?

4. Do the enrollment motivators predict competency-based education learners’

satisfaction with their decision to enroll?

5. What is the college choice process for competency-based education learners?

Significance of the Study

With the renewed interest in all forms of competency-based education by

students, institutions, and policymakers, this study is timely and relevant (Fain, 2015;

U.S. Dept. of Education, 2014). There are more than 500 competency-based education

programs in development, including the sixty eight percent of community colleges who

stated they are in the planning stages of implementing competency-based education

(AACC, 2016; Fain, 2016; Fain, 2015; Fleming, 2015; Kelchen, 2016; Mitchell, 2015;

Nodine, 2016; Public Agenda, 2015). With many institutions entering this educational

market, understanding the learners interested in this modality is key to competency-

based education implementation success.

10

This study will help institutions understand the enrollment motivators that led

students to choose a competency-based education program and the process they

undertook to make their final enrollment decision. Understanding these elements holds

the potential to assist institutions in opening access to learners through implementation

of this learning modality. For institutions, this could mean additional enrollments and

the potential through greater understanding of the population to retain learners in CBE

programs. Enrollments and retention are of greater importance than ever due to the

decreases in state funding the sector has seen over the years (Mitchell, Leachman, &

Masterson, 2016). The benefit goes beyond individual learners and institutions of

higher education. It supports the national educational attainment goals set by President

Obama in 2009 and echoed by many foundations that support higher education. The

goal to have America lead the world in postsecondary attainment by 2020 (Obama,

2009) will not be achievable without the addition of new learners.

As noted previously, the U.S. Department of Education recently utilized its

experimental sites authority to grant forty institutions more flexibility in crafting

competency-based education programs with regard to how they award federal financial

aid (Fain, 2015; Morrison, 2016; U.S. Department of Education, 2014). Adding to the

significance of this study is the dearth of extant literature on the college choices of adult

learners necessitating making proxies to community college learners (Broekemier, 2002;

Peak & Goldstein, 1991; Somers et al., 2006) and traditional learners (Hossler &

11

Gallagher, 1987; NPEC, 2007). Bers and Smith (1987) coined this well nearly three

decades ago:

While these models of college choice may apply to the nontraditional student, virtually no empirical studies have been conducted and reported in the literature to validate these models for nontraditional students (Bers & Smith, 1987, p.40).

Theoretical/Conceptual Framework

This study will draw on two theoretical frameworks, the 2006 college choice and

persistence model of Southerland and the 2015 enrollment motivation categories of the

University of Wisconsin – Milwaukee National Research Center for Distance Education

and Technological Advancements (DETA). Southerland (2006) posits that adult learners

utilize a three-decision point model for college choice and persistence (defined as

continued enrollment). Simply stated, first they decide whether to participate, then

when and where to participate, and finally they continuously reevaluate their prior

decisions until they complete a credential (Morrison, 2016; Southerland, 2006). This

process and its inputs and outputs are shown in Figure 1.1.

12

Figure 1.1: Theoretical/Conceptual Framework

Both models investigate the categories of factors, also known as enrollment motivators,

which drive learners to make the decision to enroll in postsecondary education. These

can be found in Table 1.1.

13

Table 1.1: Theoretical Frameworks Southerland (2006, p.15) “determining decision factors:

The DETA (2015, p. 78-79) Toolkit breaks down the enrollment motivation categories to:

Predisposition/Personal Background, “Learning Modality Preference, Personal Goals, Learning Goals, Perceptions of Self, Professional Goals, Compelling Circumstances, Academic Goals, Means, Social Goals.” Enabling Circumstances, Institutional Fit/Institutional Treatment of Nontraditional Students,

Academic and Social Experiences.”

As Southerland (2006) notes, there are many factors that could be considered as

enrollment motivators. Southerland drew his categories from several decades of

literature. The DETA enrollment motivation categories, and the subsequent survey

questions which support them, were developed utilizing “a grounded-theory, qualitative

analysis of student goals as recorded during the recruitment and application process for

the University of Wisconsin (UW) Flexible Option…” (DETA, 2015, p. 139-140).

While other theories of college student choice exist and are revered and often

quoted in the extant literature, they primarily focus on the experiences of traditional

aged students. Hossler and Gallagher’s 1987 model, considered the dominate model,

has three stages as well – predisposition, search, and choice – but was built with a focus

on students moving from high school directly into college (Hossler & Gallagher, 1987;

Southerland, 2006). Southerland (2006) explained the issue with relying on these

theories well:

14

Ironically, the prominent models of college choice and persistence have not been substantially overhauled for some time. Practitioners and theorists continue to rely upon models of college student behavior that are twenty, thirty, even fifty years old. As students evolve ever more rapidly, the accuracy and utility of these models erode at an ever-increasing pace (p. 2). The DETA enrollment motivators and Southerland’s college choice and

persistence model share common themes of personal, academic, and social experiences

and how they influence a learners’ college choice. These theories will define the code

book for the quantitative content analysis proposed for this study. A deeper discussion

of college choice theories is covered in Chapter 2 of this manuscript.

Research Design

The research design is a quantitative analysis of secondary survey data I

collected in fulfillment of grant deliverables committed to the University of Wisconsin –

Milwaukee National Research Center for Distance Education and Technological

Advancements (DETA) in 2016. The national population of competency-based enrollees

is difficult to fully determine. Federal datasets, such as the Integrated Postsecondary

Education Data System (IPEDS) do not delineate competency-based learners from other

institutional enrollments (Kelchen, 2015; Kelchen, 2016).

The population for this study is comprised of 5,142 enrollees from four

institutions offering competency-based, self-paced learning. While 421 survey

responses were collected, the usable sample size for this research was 346 learners.

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Descriptive statistics were utilized to determine the learners’ characteristics of

competency-based education enrollees. Regression analyses were utilized to

investigate three areas – if learners’ characteristics predicted enrollment motivators; if

learners’ characteristics predicted satisfaction with their decision to enroll in

competency-based education; and if enrollment motivators predict learners’ satisfaction

with their decision to enroll. To investigate the college choice process, open-ended

textual questions were analyzed utilizing quantitative content analysis. The responses

were coded, utilizing computer aided text analysis along with human coding. Response

frequencies were tabulated.

Operational Definitions

For the purposes of this study, the operational definition is provided for each

term.

Authentic Assessment

Authentic assessment refers to the evaluation technique which asks learners to

“use academic knowledge in a real-world context for a significant purpose” (Johnson,

2002, p.165). Additional authors have noted that authentic assessment requires

“students to use the same competencies, or combinations of knowledge, skills, and

attitudes, that they need to apply in the criterion situation in professional life” (Gulikers,

Bastiaens, & Kirschner, 2004, p. 69). Authentic assessments can present as written

works, projects, portfolios, simulations, reports that mimic activity which is required of

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professionals in the discipline being assessed, or even inter-disciplinary (Darling-

Hammond and Snyder, 2000; Gulikers et al., 2004; Johnson, 2002; Wiggins, 2011).

College Choice

College choice is the process a learner undertakes after they have been

motivated to enroll, to determine the right fit, and enroll in a postsecondary education

option (Bergerson 2009; Cabrera & La Nasa, 2000; Hossler & Gallagher, 1987; Jackson,

1987; Perna, 2006; Southerland, 2006).

Competency-based Education

Much of chapter two outlines the various definitions of competency-based

education. For the purpose of this research, it is defined as self-paced, mastery-based

learning focused on demonstrations of knowledge and skill rather than where or how

they were attained.

Direct Assessment Competency-based Education

Direct assessment competency-based education is best defined by the text

included in the 2006 revision of the Higher Education Act of 1965:

…an instructional program that, in lieu of credit hours or clock hours as a measure of student learning, utilizes direct assessment of student learning, or recognizes the direct assessment of student learning by others. The assessment must be consistent with the accreditation of the institution or program utilizing the results of the assessment (e-CFR, §668.10 (a)(1)).

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Enrollment Motivators

Enrollment motivators are the factor(s) which converge and drive a student to

enroll in postsecondary education (Southerland, 2006). Southerland (2006) provides the

examples of personal goals, perceptions of self, and compelling circumstances.

Examples from the University of Wisconsin – Milwaukee National Research Center for

Distance Education and Technological Advancements (DETA) Toolkit (2015) include

“learning modality preference, professional goals, learning goals, academic goals, and

social goals” (p. 78-79).

Learners

Learners refers to those who are over eighteen, participate in organized

educational activities, and have one or more characteristics of a non-traditional student

(Choy, 2002; Cross, 1978; Cross, 1979; Finch, 2016; Merriam, Cafferella, and

Baumgartner,2007; NCES, 2015).

Assumptions

This research is based on the assumption that there are factors that motivated

learners to enroll in competency-based education programs and that learners

undertook a process to make their enrollment choice. The study also makes the

assumption, based on the work of Kelchen (2015, 2016) that the majority of the learners

enrolled in competency-based education programs are adult learners.

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Delimitations

In the original data collection, I purposefully chose to limit the study to those

learners enrolled in competency-based education programs which are federally financial

aid eligible, have curriculum which are faculty developed (rather than outsourced to a

third-party provider), provide a personalized support person for enrollees (i.e. coach,

mentor, advisor, etc.) and are online, self-paced, and mastery-based learning. This was

under the advisement of the grant funder (T. Joosten, personal communication, April

12, 2016) to serve the purpose of data comparability between institutions. I also

purposefully chose to limit the study to undergraduate enrollees, as their motivational

factors may vary from graduate student enrollees. As there is great diversity in

institutions offering competency-based education programs, this did limit the depth of

the population but allows for a more focused investigation. The purpose for this focus is

to facilitate the comparability of the data. This study only looks at learners who made

the choice to enroll in a competency-based education program and does not attempt to

investigate those who considered a competency-based education program but

ultimately enrolled in another type of program.

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Limitations

This study acknowledges the limitations of conducting a secondary analysis of

data rather than collecting primary data. Such as the inability to change the population

the data was collected from, the recruitment methods for both institutions and learners,

and the survey instrument itself. Although secondary data analysis has the mentioned

limitations, it is a valid methodology, which is underutilized in the social sciences (Smith,

2008).

Additionally, the self-select nature of the participants presents a limitation of the

original data collection. This is common in survey data collection. As the original survey

participation for learners was not tangibly incentivized, that could have affected the

number of participants. Furthermore, prior research by Morrison (2016) showed that

competency-based education programs are marketed with an eye toward the

motivational factors included in the survey, thus the influence of this marketing, which

is not being controlled for, could have affected students’ college choice.

Summary

Adult learners are no longer the outsiders in higher education, in fact,

nontraditional students are now the majority of learners (NPEC, 2015). Online learning

has moved from side stage to center stage (Poulin & Straut, 2016). Additionally, there

has been a revival in interest in the learning modality known as competency-based

education (AACC, 2016; Fain, 2016; Fain, 2015; Fleming, 2015; Kelchen, 2016; Mitchell,

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2015; Nodine, 2016; Public Agenda, 2015; U.S. Dept. of Education, 2014). These

factors create an ideal space to explore how learners choose competency-based

education programs.

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CHAPTER TWO – LITERATURE REVIEW

Introduction

Competency-based education is not a new phenomenon. Though it has gained

popularity in recent years, its origins can be traced back much further. This review of

the relevant literature will explore the historic moorings of competency-based

education and its winding path to where it is today. Additionally, we explore current

knowledge about who enrolls in competency-based education and what role that plays

in access to higher education in general. The review also looks at the history of the

college choice process and its connotations for this study.

To build a comprehensive view of these elements of the extant literature, I

utilized varied combinations of the terms “competency-based education,” “competency-

based learning,” “CBE,” “adult learners,” “college choice,” “college search,” “Non-

traditional [student, learner, college student],” “college choice theories,” “college choice

and online learning,” “college choice and distance education,” and “access and distance

education,” “access and college [choice, search, selection].” Utilizing these search terms

returned a variety of literature about these concepts. Much of the literature in

competency-based education focuses on specific disciplines or on elementary and

secondary education. Another section of the literature focuses on the development of

competencies, curriculum, and assessments for deploying competency-based education.

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These topics were deemed adjacent to this research and not included in this literature

review.

There were three distinct waves of interest in competency-based education: the

mid-1970s to early 1980s, the late 1990s, and from 2010 to present. I observed, though

not formally investigated, the highest concentration of research on CBE during these

time periods. This literature review focused mostly on literature published after 2000;

however, where deemed seminal, older research was included. The purpose of this

focus was to recognize the influence of distance education technologies and promote

relevance to current practice. Also, research on competency-based or related topics

was limited to CBE research conducted in the United States, for reasons of population

comparability.

To begin, I will unpack the concept of competency-based education.

What is Competency-based Education?

To begin this discussion of competency-based education, I will examine each

element of the term. According to dictionary.com (n.d.), competence is “the possession

of required skill, knowledge, qualification, or capacity” and education is “the act or

process of imparting or acquiring particular knowledge or skills, as for a profession.”

Simply, competency-based education focuses on the demonstrated mastery of a set of

defined skills and knowledge rather than how, where, or how long it took the student to

develop that mastery. This contrasts with traditional online or on-ground academic

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programs which are tied to time using the Carnegie Unit (Klein-Collins, 2013; Laitinen,

2012; Tate & Klein-Collins, 2015).

It is important to note that, while the various definitions of competency-based

education have similar elements such as maintaining a focus on learning rather than

time, there is no single agreed upon definition (Cuckler, 2016; Everhart, Bushway, &

Schejbal, 2016; Gervais, 2016; Kelchen, 2015, Sebesta, 2016, Thackaberry, 2016). Spady

(1977) treated competency-based education as: “a data-based, adaptive, performance

oriented set of integrated processes that facilitate, measure, record, and certify within

the context of flexible time parameters the demonstration of known, explicitly stated,

and agreed upon learning outcomes that reflect successful function in life roles” (p. 10).

In 1979, Grant and colleagues put forth, as the basis of their work exploring the

implications of competence-based education programs, the following definition:

Competence-based education tends to be a form of education that derives a curriculum from an analysis of a prospective or actual role in modern society and that attempts to certify student progress on the basis of demonstrated performance in some or all aspects of that role. Theoretically, such demonstrations of competence are independent of time served in formal educational settings (Grant, 1979, p. 6, pp. 3).

This definition fits well with much of the modern discussion, especially as it pertains to

how higher education is preparing (or not, as some believe) learners for the workforce.

However, competency-based education’s perceived vocational focus bars its wide

acceptance, as many within higher education still view the purpose of higher education

being more than vocational preparation (Bok, 2013; Fortino, 2012; Selingo, 2013;

Sutton, 2016).

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In 2002, the U.S. Department of Education set their definition of competency as

“the combination of skills, abilities, and knowledge needed to perform a specific task”

(p. 7). While this definition of competency echoes within many of the other definitions,

it is still not a definitive definition used by the entire field. This is, in part, complicated

by the different modalities, or approaches, of competency-based education being

offered today.

It is possible the field is not operating from a single definition of competency-

based education because many still view it as a disruptive innovation (Weise, 2014).

According to Clayton Christensen (2017), disruptive innovation is “a process by which a

product or service takes root initially in simple applications at the bottom of a market

and then relentlessly moves up market, eventually displacing established competitors”

(para.1). To agree upon a definition could signal competency-based education is moving

toward becoming a sustaining innovation and more into the mainstream of higher

education (Christensen, 2017; Weise, 2014).

Another factor which may affect the use of a common definition is the divide

seen between two terms: learning and education. In a 2014 article in Strategic

Enrollment Quarterly, Monique Snowden made an observation by the work of Knowles,

Holton, and Swanson (2011) that there is a fundamental difference between education

and learning: namely which entity is being emphasized. Learners are the focal point of

competency-based learning, whereas educators are at the center of competency-based

education (Snowden, 2014).

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Following in this same vein, the 2015 joint research published by the American

Council on Education and Blackboard, Inc. makes the distinction of competency-based

education focusing on the academic programs, practices, and policies whereas

competency-based learning focuses on learners and their experiences in learning

environments, whether those are formal or informal environments (Everhart, Sandeen,

Seymour, & Yoshino, 2015). Often, competency-based education and competency-

based learning are used interchangeably, likely stemming from the lack of a common

framework and vernacular. In this study, competency-based education will be the

primary term utilized, as the assessment of learning in a competency-based modality is

not within the scope of this study.

The Competency-based Education Network (C-BEN) defines competency-based

education as “an intentional and transparent approach to curricular design with an

academic model in which the time it takes to demonstrate competencies varies and the

expectations about learning are held constant” (C-BEN, 2016). As will be explained in a

later discussion of the Carnegie Unit, a focus on learning has not always been the case

for higher education. For over a century, time has been the constant and learning has

been variable (Klein-Collins, 2012; Klein-Collins, 2013; Laitinen, 2012). This means that

while all learners exit a course or program with the same number of credit hours, the

actual learning attained from learner to learner is different.

In their 2015 paper for the Council on Adult and Experiential Learning (CAEL),

Tate and Klein-Collins define competency-based education as, “programs that focus

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more on what students have learned, rather than where or how long the learning takes

place” (p.2). Additionally, Tate & Klein-Collins (2015) state “CBE programs are designed

to improve the quality of higher education by putting the focus squarely on

demonstrated learning outcomes” (p.2).

There are several different implementations of competency-based education

being practiced today: direct assessment programs which assess learning without a

cross-walk to clock or credit hour, CBE programs tied to the credit hour and courses, and

a hybrid of these two modalities (Book, 2014; Brower, 2014; Ebersole & Stewart, 2011;

Fain, 2015; Hatcher Group, 2014; Johnstone & Soares, 2014; Kelchen, 2015; Kelchen,

2016; Laitinen, 2012; Snowden, 2014; Tate & Klein-Collins, 2015; U.S. Dept. of

Education, 2014). While some programs tied to the credit hour system have been

operating and eligible to offer federal financial aid for some time, only a handful of

direct assessment competency-based programs have been awarded the ability to offer

federal financial aid (Fain, 2015b).

The ability to offer federal financial aid does not affect the modalities of

competency-based education. Rather, possessing financial aid eligibility can affect

access, opening opportunity to learners who cannot afford to pay out of pocket. The

process for gaining eligibility for Federal Student Aid is quite rigorous. The program

must first obtain the approval of their institutional accrediting body to offer the direct

assessment modality and then must apply to the U.S. Department of Education. This

includes in-depth accounting of how learning will be measured, examples of those

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measurements, the ways in which faculty will interact with students, and how

competency assessment compares to the credit or clock hour (U.S. Department of

Education, GEN-13-10, 2013).

Though they take on slightly different modalities, in her 2013 occasional paper

for the National Institute for Learning Outcomes Assessment (NILOA), Rebecca Klein-

Collins lays out five unifying concepts of competency-based degree programs:

1. “Competencies: An educated person is someone who does not just ‘know’

but can also ‘do’” (p. 5).

2. “Quality: Defining the competencies require for graduation helps ensure the

quality of graduates” (p. 6).

3. “Assessment: Competency-based assessment validates learning” (p. 7).

4. “Learning: Programs should focus on learning rather than on time spent in

learning activities” (p. 7).

5. “Student-Centered: Programs should ‘meet students where they are’” (p. 8).

Echoes of these concepts ring throughout each of the definitions of CBE described

earlier, support development of cohesive programs, and stand true across CBE modality.

These modalities share many similarities and could factor into a learner’s choice of a

specific competency-based program, because the modalities offer varying levels of

flexibility in learning.

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Now that the foundation is laid for what competency-based education is, I will

explore the significant historical events and origins of the movement to bring learning to

the center of education.

Historical Developments of Competency-based Education

Apprenticeships

The origins of competency-based learning can be traced back to ancient Babylon

when young men worked to learn a craft or a trade from an experienced master

tradesperson and paid for it with an agreed upon number of years of work. These

arrangements continued throughout history, with apprentices moving up to the role of

journeyman after the agreed term and working for wages toward their own master

status (“Apprenticeship,” 2015). In more modern times, many institutions now employ

apprenticeship programs, which consist of concurrent enrollment in on-the-job training,

often with compensation or the promise of a job upon completion, and coursework

which complement each other (“Apprenticeship Programs,” 2013). In these early

programs, apprentices had to prove their skill and ability in order to progress from

apprentice to journeyman to master. Each step along the journey had distinct markers,

or competencies, which the junior man had to learn. Socio-politically, in the beginning

of documented apprenticeships, there were not vocational/technical postsecondary

schools through which young men could learn the skills. Their choices in life were more

limited, and social mobility would happen via apprenticeship programs. In these ways, I

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see apprenticeships as one of the earliest contributors to the development of modern

competency-based education programs. This sentiment is echoed by Nodine (2016)

who stated, “the history of outcomes-based approaches can be traced back hundreds of

years to craft guilds, apprenticeship training programs, technical training programs (in

the military, etc.), and licensure programs (for doctors, lawyers, etc.)” (p.6). However,

since apprenticeship programs were typically time-bound, and only available to men,

they were different from modern competency-based education programs. The concept

of time, and how it has been used as a proxy for higher learning for over 100 years,

leads us next into an exploration of the Carnegie Unit.

The Carnegie Unit and Higher Education

In 1905, a ten-million-dollar check from Andrew Carnegie changed the way

colleges and universities are run to this very day (Silva & White, 2015; Silva, White &

Toch, 2015). It created the Carnegie Foundation for the Advancement of Teaching,

intended to create a pension system for professors, the logistics of which required

colleges and universities to begin tracking faculty workload, for equitable distribution of

the pensions (Silva & White, 2015; Silva et al., 2015). Following in the wake of the

Carnegie Unit, which was developed to track requirements for college preparatory high

school, colleges and universities adopted the credit hour as the unit of measure to track

faculty productivity (Silva & White, 2015; Silva et al., 2015). A credit hour is based on

the number of “contact hours” students spend in class per week in a given semester

(Silva et al., 2015). For a three credit-hour course, a student will typically spend 3 hours

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in class per week for 15 weeks (Silva & White, 2015; Silva et al., 2015). A reflection of

the industrial background of the foundation’s namesake and the state of the American

labor force at this point in history, the credit hour was a mechanism to improve the

operational efficiency and standardization of higher education. Although, as Birnbaum

(2004) points out, systems designed to promote efficiency may reduce effectiveness if

they are not consistent with what the participant’s values.

In becoming the central organizing unit for faculty workload, the credit hour also

became the de facto proxy to tracking student learning. However, what it actually

tracks is what is commonly called ‘seat time,’ or the input of instruction not the output

of real learning. The Carnegie Unit is so entrenched in the management of higher

education nothing has been found yet to replace it. While some institutions are moving

toward tracking learning − most notably those using direct assessment competency-

based learning − the majority of higher education, even many competency-based

programs, are still tracked to the credit hour (Silva & White, 2015). The federal

government still ties funding, inclusive of federal financial aid eligibility, to the credit

hour, with a very few exceptions (Silva & White, 2015; Silva et al., 2015). Finance and

administrative leaders in higher education use it to track productivity, finances, and

more (Silva & White, 2015; Silva et al., 2015). In their recent review of the Carnegie

Unit, a research team from the Foundation concluded that the Carnegie Unit still holds

value as the common language, or currency, of higher education and though it has

caused barriers for some innovation, its benefits still outweigh its drawbacks (Silva et al.,

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2015). The primary barrier the Carnegie Unit presents to innovation is its rigidity in

what counts towards contact hours.

While competency-based education divorces itself from the credit hour in the

direct-assessment applications, it does not in the more ‘traditional’ competency-based

program in which competencies are presented within courses which bear credit hours,

especially for means of tracking satisfactory academic progress for federal financial aid

(Book, 2014; Johnstone & Soares, 2014). Even in innovative programs like direct

assessment, federal financial aid eligibility requires a cross-walk to the credit or clock

hour. Though this may never be evident to the learner, it is a required justification of

the rigor of the program for financial aid eligibility (U.S. Department of Education, GEN-

13-10, 2013).

The primary message from this section is that the entire system of higher

education is over-dependent on this one idea, this one measure of productivity started

by a well-intentioned steel magnate and breaking free to embrace change is very

difficult. The credit hour system infiltrates functionality throughout institutions and our

federal higher education support systems, so many institutions have chosen to not

break from its chains. Next, I will explore some of these ‘traditional’ or credit-hour

dependent competency-based education programs, looking back into the 1970s to

understand the modern origins of these programs.

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The Competency-based Education Programs of the 1970s

In the 1970s, the economy, and the return of our armed forces from service in

Vietnam, spurred a return to higher education by more non-traditional learners. These

learners made demand for new learning modalities that worked within their lives.

Additionally, they looked for programs that accepted the learning they had acquired

outside of the academy. There was a recession, high oil prices, and high unemployment

combined with stagflation, a slow growing economy with simultaneous rising inflation

(Nielsen, 2008). Many women were returning to school and the workforce after having

spent years raising children and managing households, so they had skills, and maybe

even some credits from school attended in their youth, which many traditional

institutions did not accept as they were outdated (Ebersole & Stewart, 2011).

Gallagher (2014) explains these proximal factors surrounding the impetus to

return to college:

This promise of more efficient and affordable education takes on particular resonance in historical moments of low public confidence in higher education and high public concern about the cost of higher education. Student demographics are changing; employers are clamoring for more “competent” workers; and the federal government and business leaders are calling for, and funding, initiatives meant to promote productivity and efficiency. These conditions apply today—and they applied in the 1970s (p.19).

These demographic shifts coupled with the Higher Education Act of 1965 led the

U.S. Department of Education to develop and provide grant funds through the Fund for

Improvement of Postsecondary Education (FIPSE). FIPSE grants allowed select colleges

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to develop competency-based education programs to help address access issues for the

new demographic of college student (Klein-Collins, 2013; Thackaberry, 2016).

These calls for education that worked for adult students instead of against them

were met in part by a group of new institutions formed for the express purpose of

serving adult learners, such as Excelsior College, Thomas Edison State College, Charter

Oak State College, SUNY Empire State, and others, many of which built programs with

FIPSE grants. While they each had uniqueness in their mission and operations, their

underlying goal was the same: to help adult students gain quality credentials. These

institutions remain in operation today and they have all continued to evolve to serve

their target student population best by adding the option of completing courses to the

use of online education (Ebersole & Stewart, 2011; Klein-Collins, 2013). The addition of

online education would not have been possible without the launch of the public

internet. Next, I will look briefly at the evolution of the public internet and its

implications for competency-based education.

The Public Internet and Online Education

The public internet launched in the early 1990’s and for those of us who were

around at that time, we can still hear the beep, screetch, bodebo of our America Online

connecting through the dial-up phone connection. Compared to what we know today,

the internet in infancy was clunky, gaudy, and slow. But even at that, it expanded a

world of possibility for higher education. Merriam et al. (2007) expound, “technology’s

potential for increasing access to learning for people of all ages and possibly all

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economic levels is unlimited” (p. 21). Online learning, as it were, was introduced in

1989 with programs at the Open University in the UK, The University of Phoenix Online

as well as at NJIT and in Canada (Harasim, 2000). As Helmi (2002) notes, “the growth of

online education has been largely market- or organization-driven” (p. 245). As the

proportion of learners who possess non-traditional characteristics continues to grow at

a pace that exceeds the growth of traditional 18-22-year-old residential student, this

new majority of learners who fit school into their life rather than life into their school,

the demand for online education continues to grow. In fact, from 2012 – 2014, distance

education enrollments rose 7% for those taking “at least one” and 9% for those learning

“exclusively” at a distance while overall higher education enrollments fell by 2% (Poulin

& Straut, 2016). According to the Fall 2014 IPEDS enrollment data, one in seven

students took all their courses at a distance, while more than one in four students took

at least one online course (Poulin & Straut, 2016).

These statistics are salient for this study because of the overlap in distance, or

online education, and many competency-based education programs. The demographic

data for all online students reported by Clinefelter & Aslanian (2016) shows that 73% of

online students are 25 years or older while the demographic data reported by Kelchen

(2016) shows that 90% of competency-based learners are 25 years or older. Both

populations also show additional non-traditional learner characteristics such as

attending part-time or bringing in credits from prior learning or college experiences

(Clinefelter & Aslanian, 206; Kelchen, 2016).

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Additionally, the technology plays a role, as Nodine (2016) points out,

“the recent traction of CBE programs in higher education can be traced to a “perfect storm” of opportunities and pressures associated with: (a) the maturing of online technologies for education, particularly for individualized instruction and support; (b) increased institutional acceptance of outcomes-based approaches and online and hybrid instructional formats; (c) increased opportunities for and implications of direct assessment; and (d) pressure from policymakers and other stakeholders to offer lower cost models and provide opportunities for more working adults to achieve postsecondary credentials that are meaningful in the workplace” (p.8). This source points to not only the technological advancements tying online and

competency-based education but also the motivation of providing education for adult

learners.

The bottom line of looking at these enrollment numbers for online learners is

that while higher education overall has stagnant enrollment during the latest reporting

period (2012-2014), the online education sector continues to grow. As Harasim (2000)

notes, “Online learning is no longer peripheral or supplementary; it has become an

integral part of mainstream society” (p.59). Additionally, Layne, Boston, and Ice (2013)

point out “online learning has undoubtedly changed how, when, and where students

learn” (pp.4).

Competency-based education came into the internet age early, with the creation

of Western Governors University (WGU) and its foray into competency-based education.

As a significant marker in competency-based education’s history, I will next explore

WGU’s origins and how it relates to current implementations of the model.

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Western Governors University

Competency-based education ran as an undercurrent for nearly 25 years after

the founding of the 1970s adult serving institutions such as Excelsior College, SUNY

Empire State and others (Nodine, 2016). Competency-based education could not be

categorized as stagnant all those years, rather the modality was quietly chugging along

doing the good work of educating those who did not fit the typical mold. Then in 1997

the field was brought back into the spotlight by a discussion spurred at the 1995

meeting of the Western Governors Association. The west was facing a boom in

population with limited funds to help educate the dispersed workforce (Goodchild &

Wrobel, 2014). Recognizing the potential of online education to help solve this

problem, 19 western governors joined forces and founded Western Governors

University (Cohen, 2014; Johnstone & Boyd, 2014; Western Governors University, n.d.).

This fully-online, competency-based education university is the only institution to

possess accreditation from the InterRegional Accrediting Committee (IRAC). The

committee has since disbanded, and WGU’s primary accreditation rests with the

Northwest Commission on Colleges and Universities. However, during the time that

WGU did possess IRAC accreditation, that possession of accreditation in every region

allowed for the creation of a teacher education program with NCATE accreditation to

license teachers in all fifty states (Cohen, 2014; Johnstone, 2006). In 2015 WGU

celebrated 50,000 graduates in 15 years, nearly 20,000 of whom, or 40%, were first-

generation college students (Western Governors University, 2015). In contrast, only

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between 10.9% (low income) and 24.9% (not low income) of all first-generation college

students complete a bachelor’s degree within six years (Pell Institute, 2011).

Recognized as a best practice model WGU was granted the opportunity in 2013

to work with a set of eleven community colleges to help design, integrate into their

systems, and launch competency-based education pilot programs by the Department of

Labor and the Bill & Melinda Gates Foundation (Johnstone & Soares, 2014). While it is

still uncertain whether these institutions will succeed with competency-based

education, and potentially even expand out further, the field of competency-based

education doesn’t seem to be slowing down (Nodine & Johnstone, 2015).

WGU has had a big impact on the evolution of competency-based education,

both as a leader within the higher education realm and in helping familiarize the public

with this modality of higher education. More important than either of those is the

positive attention it garnered from policymakers, as a solution to a problem recognized

by the governors in the West. This sentiment is reflected by policymakers adding direct

assessment, the next modality I’ll delve into, to the in-progress reauthorization of the

Higher Education Act of 1965, to benefit WGU.

Direct Assessment Programs

In 2009 President Obama placed forward the challenge that “by 2020, America

will once again have the highest proportion of college graduates in the world” (Obama,

2009). Similar goals were set by the major educational foundations such as the Lumina

Foundation and the Bill & Melinda Gates Foundation (Lumina, 2009). It has been

38

recognized that continuing as higher education has been – with primary focus on

traditional aged students coming right out of high school – will not allow the field to

reach these ambitious goals. Higher education must engage the adult learner

population to come close to these goals (Shapiro, Dundar, Ziskin, Yuan, & Harrell, 2013;

Soares, 2013; U.S. Department of Education, 2011). Research by the Lumina

Foundation (2015) found that there has been progress toward the postsecondary

credential goals, however, it is not rapid enough progress to achieve their goal of 60%

with a postsecondary credential by 2025.

In order to meet these goals, higher education must break its mold. Enter Paul

LeBlanc and Southern New Hampshire University who, in late 2011 sketched out an idea

for a new type of competency-based program - one not tied back to the credit hour in

any way, otherwise known as direct assessment competency-based education (Book,

2014; Brower, 2014; Ebersole & Stewart, 2011; Fain, 2015; Hatcher Group, 2014;

Johnstone & Soares, 2014; Kelchen, 2015; Kelchen, 2016; Laitinen, 2012; Snowden,

2014; U.S. Dept. of Education, 2014). Direct assessment measures a learners’ mastery

of competencies directly, often by authentic assessment, without relying on the proxy of

time spent on learning activities.

LeBlanc set a team of four online learning experts up in an innovation lab and let

them hammer out the details of making it work for students and keeping the cost to

$2500/year. From this was born College for America (CfA) – the first program to use

direct assessment of competencies using authentic assessments to award degrees

39

without the credit hour (Clerkin & Simon, 2014). As mentioned previously, authentic

assessments ask, “students to use the same competencies, or combinations of

knowledge, skills, and attitudes, that they need to apply in the criterion situation in

professional life” (Gulikers et al., 2004, p. 69). In the spring of 2013, CfA was approved

as the first direct assessment program to be eligible for Title IV federal financial-aid

disbursement for its associate degree program (Clerkin & Simon, 2014; Fain, 2013a;

Fain, 2013b).

While LeBlanc’s development method and launch strategy were novel, the idea

of direct assessment competency-based education had been previously experimented

with, but no other institution brought it to sustainability. The primary difference

between direct assessment competency-based education and traditional learning is that

the focus is on the demonstration of learning rather than the amount of time it takes to

accrue that knowledge (C-BEN, 2016). In 2006, the U.S. Department of Education

included in their revision of the Higher Education Act of 1965 a provision for allowing

institutions to utilize direct assessment – defined as:

…an instructional program that, in lieu of credit hours or clock hours as a measure of student learning, utilizes direct assessment of student learning, or recognizes the direct assessment of student learning by others. The assessment must be consistent with the accreditation of the institution or program utilizing the results of the assessment (e-CFR, §668.10 (a)(1)). This definition and the rules which accompany it in the reauthorization of the

Higher Education Act of 1965, which was enacted in 2008, were added to the in-

progress reauthorization under the impetus of allowing Western Governors University

40

to continue on the direct assessment path it had started down during the 1999

demonstration project established by the U.S. Department of Education (Fain, 2013a;

Lacey & Murray, 2015; Lederman, 2012; U.S. Department of Education, 1999). WGU

did not choose to take advantage of this provision (Lederman, 2012) nor did any other

institution until Southern New Hampshire University’s College for America did in 2013

(Book, 2014; Fain, 2013a; Fain, 2013b; Fain, 2014a; Fain, 2014b).

Just prior to approving SNHU’s College for America for Title IV funding, in March

of 2013 the U.S. Department of Education released a ‘Dear Colleague’ letter providing

guidance to institutions that wished to have their direct assessment competency-based

programs considered for Title IV funding. Additionally, in 2013 the Department

approved Capella University’s FlexPath to offer direct assessment bachelors and

master’s degrees (Book, 2014; Fain, 2013a; Fain, 2013b; Fain, 2014a; Fain, 2014b). In

2014 the University of Wisconsin would also receive approval for its Flex Option

program which is a partnership between the University of Wisconsin system office, the

UW Extension, and its campuses (Brower, 2014).

Continuing with the theme of expanding access, the U.S. Department of

Education issued a July 2014 call for experimental sites to become authorized to use

federal financial aid for their competency-based education and limited direct

assessment programs. Those approved were announced in January 2015 a total of 34

institutions were approved for limited direct assessment experiments and 45

institutions in the competency-based education experiments. The CBE experiments

41

provide flexibility in how institutions provide Federal student aid to students enrolled in

self-paced competency-based education programs. Whereas the limited direct

assessment experiments provide flexibility for an institution to provide a mix of direct

assessment coursework and credit or clock hour coursework in the same program (Fain,

2015; U.S. Department of Education, 2014).

While they were approved in early 2015, as of August 2015 these new programs

had not begun operating, stalled by a lack of guidance on the regulations from the

Department of Education (Laitinen, 2015). In a blog promoting the release of the

Department’s September 2015 guidance, Ted Mitchell promised the Department will be

not only expanding the CBE experimental program but “collecting significant data from

the participating institutions to enable a rigorous evaluation of the impact of CBE

programs on issues of completion, affordability, and transparency of degrees” (Mitchell,

2015). In September 2016, Amy Laitinen, director for higher education in the Higher

Education Policy Unit at the New America Foundation, stated that to date, there is

“maybe one” of these experimental sites running, nearly on the one-year anniversary of

the guidance (A. Laitinen, September 26, 2016, personal communication).

What this all means for potential competency-based education learners is that

regulation is stalling higher education reform that may aid their ability to garner federal

financial aid for their studies. Silva, White, and Toch (2015) in their report regarding the

viability of the Carnegie Unit may have captured the problem with higher education

reform most eloquently:

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American education has a long history of promising reform ideas that have failed to achieve their intended outcomes. It is one thing to have good ideas for change; it is another to execute effectively and efficiently in our large, complex educational systems (p.6). Competency-based education has a long and varied history. Rising out of

outcomes-based learning methodologies such as apprenticeships and training programs

and fitting into the various regulatory environments by conforming to the credit-hour

where necessary and breaking free of it when possible. At the same time, competency-

based education has been transformed over the years by the advancement of

technology, moving from the physical classroom into advanced technologically-

enhanced learning modalities. In this review of the relevant literature, I have

investigated what competency-based education is, its historical origins, and its modern

practice. Evidenced in this review is a call for a credentialed populace in the United

States (Obama, 2009; Lumina Foundation, 2009; Lumina Foundation, 2015) and idea

that to reach these goals, we will need to engage the adult learner population, not

solely those presently graduating high school (Shapiro, D., Dundar, A., Ziskin, M., Yuan,

X., & Harrell, A., 2013; Soares, 2013; U.S. Department of Education, 2011).

Competency-based education opens the opportunity for new pathways to earning

credentials for learners. In the next section, I will investigate the literature on learners

who choose competency-based education.

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Competency-based Education Learners

Knowledge about population composition, and even the magnitude of the

population, of competency-based education learners is a recognized deficiency in the

extant literature (Kelchen, 2016; Kelly & Columbus, 2016; Nodine, 2016). In their 2015

study, which delves into the last 20 years of literature about competency-based

education, Kelly and Columbus found only thirteen academic articles, or 3.4% of the 380

articles coded, analyzing the characteristics of competency-based education enrollees.

I was given permission to view the coding of these studies. While they fit within

the definitions of Kelly and Columbus’ study, they do not reflect the parameters of my

study. Of the eleven articles I was able to review, four were focused on prior learning

assessment (PLA), which Kelly and Columbus (2016) included in their search but are not

appropriate for my study. Seven of eleven of the articles considered to display CBE

student characteristics by Kelly and Columbus originated outside of the United States,

which also disqualifies them for consideration in my study with some being doubly

disqualified as PLA and foreign. The balance of articles held some relevance for my

study such as Ben-Yoseph, Ryan, & Benjamin (1999) which showcased the students in its

population as adult learners, who demonstrate tendencies such as part-time and stop-

out enrollment, which affect their retention to graduation.

Perhaps the preeminent modern researcher in this area is Robert Kelchen, and

even he acknowledges the measures we currently have for determining the

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competency-based education learner population and characteristics are flawed at best

(Kelchen, 2015; Kelchen, 2016). As he says in his 2015 look at the landscape of CBE:

Students interested in enrolling in CBE programs are typically typecast as being older, place-bound, and vocationally minded, with significant prior work experience and some prior college experience. But it is difficult to identify the characteristics of students enrolled in many CBE programs because existing data sets aggregate these students with the rest of the student body at the college (p. 6). In his 2016 manuscript, Kelchen focuses the analysis on nine colleges “where

many students are enrolled in some type of CBE program or typically enroll with

significant amounts of prior credit” (p. 51). Kelchen counted 146,924 undergraduate

students as enrolled in his competency-based population from the Fall 2012 Integrated

Postsecondary Education Data System (IPEDS) enrollment data. Demographically, 90%

of the enrolled students were 25 years old or older, the majority were white, female,

and on average 43% received federal financial aid (Kelchen, 2016). While Kelchen’s

research dilutes the population with students who may not be enrolled in a

competency-based program at all, it is the best definition of the modern population

available to date.

I also performed prior research focused on those learners who enrolled in

federal financial aid eligible direct assessment competency-based education programs. I

found these learners to be price-conscious, working adults juggling responsibilities at

work, at home and in the community with their school work (Morrison, 2016). The

emergence of adult and non-traditional learners as primary participants in competency-

45

based education warrants a brief investigation of the literature supporting the definition

of adult learner which I provide in the next section.

Adult and Non-Traditional Learners

Adult learners, those who are 25 years of age or older, are a growing population in

higher education (Bergman, 2012; Carnevale, Smith, Melton, & Price, 2015; Kasworm,

2003; Klein-Collins, 2012; Merriam et al., 2007; Shapiro, et al., 2014; Stevens, 2014). As

Kasworm (2003) shares, “over six million adult undergraduate and graduate students

were enrolled in 2000, more than the total collegiate enrollment in 1968” (p. 4). While

age is the primary factor in determining if a learner fits into the category of ‘adult,’

perhaps more useful in modern research is the non-traditional learner. Research

commissioned by the National Center for Education Statistics (NCES) and produced by

Radford, Caminole, and Skomsvold (NCES, 2015) shows that 74% of all undergraduates

in the 2011-12 cohort have at least one non-traditional characteristic. As defined by

NCES (1996, p. 4-7) these non-traditional characteristics include:

• Delayed enrollment in postsecondary education

• Part-time attendance

• Financially independent of parents

• Work full-time

• Have dependents other than a spouse

• Are a single parent

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• Have a non-standard high school diploma, such as a GED

With a healthy majority, non-traditional learners should be the focus of policy and

practice at institutions across the nation, however prior research shows they are not. As

early as 1978 Patricia K. Cross alerted the higher education community of the need to

pay attention to the rising number of adults in higher education, how they learn and

incorporate those principles into practice. Lest higher education will become, in Cross’

(1978) words, “a joyless learning society, with people grimly fulfilling requirements and

seeking legitimacy for every variety of learning.” In 2001, Sissel, Hansman, and Kasworm

noted that the “voice of the adult students are not integrated into the ethos of campus”

(p.20) which renders them mute in various forms of institutional communication from

marketing and admissions to campus services. In 2014, Stevens noted, “It appears that

institutions of higher education are not adequately addressing the needs of these

nontraditional students” (p.65). There is evidence that this is improving, with a 2015

Ruffalo Noel Levitz survey revealing that across institutional sectors, institutions are

intentionally recruiting of adult learners.

To engage new learners in the pursuit of higher education credentials, we need

to understand how and which type of learners choose competency-based education

programs. This understanding will allow higher education, as an industry, to speak the

language that opens access to higher education. Thinking back to the opening example

of this paper, without lowering the barrier to higher education, Susan would never have

earned a credential and be pursuing additional higher education. Competency-based

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education is a pathway to access to higher learning. In the next section, I will explore

the concept of access -- how it weaves into the fabric of higher education and has

supported the growth of competency-based education.

Access to Higher Education

To begin simply, access is “the ability, right, or permission to approach, enter,

speak with or use; admittance” (dictionary.com (n.d.)). In higher education, access has

been embedded in the mission of many institutions since the Morrill Act of 1862, a key

step in opening higher education access for all Americans. The Morrill Act called for the

creation of land-grant universities by offering states tracts of Western land which they

could sell and use the proceeds to fund “advanced instructional programs” (Thelin,

2011).

This complex relationship between the federal and state governments, has led to

oversimplification in the mainstream understanding of the law. Leading to the

translation that the federal government bestowed literal tracts of land for the building

of the higher education institutions. While some states already had universities, this

bolstered the offerings of accessible higher education with a broad, utilitarian

curriculum focused on agriculture, mechanics, mining and military instruction (Key,

1996; Thelin, 2011).

Land grant institutions continue to play a significant role in higher education,

though many have expanded their focus to include engineering, the sciences, education,

business, and the humanities in addition to the traditional curriculum. Land grant

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institutions contributed to the higher education landscape not only by increasing access

but by bringing a greater number of institutions into the idea of educating for the

practical in addition to the theoretical (Key, 1996). Land grants also helped move away

from straight recitation of the classics and into the education of those who need to be

able to apply theory to build our world - from bridges to medicine to secondary

education curriculum (Key, 1996). This practical application of theory bodes well for

implementing competency-based education with its demonstrations of mastery through

authentic assessment. Land grant institutions opened access to many different types of

learners and normalized the idea that the practical held value as a higher education

pursuit, which is key to competency-based education being an access pathway.

Continuing the discussion of access to higher education, no study would be

complete without a look at what is commonly called the G.I. Bill. In 1944, Congress

moved forward with the Servicemembers Readjustment Act, or G.I. Bill, which included

provisions for education benefits for veterans. Congress and the President enacted

these benefits to help maintain social order as vets returned from war; they did not

want the protests that came after World War I (Thelin, 2011). For many colleges this

legislation resulted in doubling their enrollment. It also meant a new variety of student

was coming to campus: pragmatic, older, first-generation students, with much life

experience, often with spouses and children. Their priorities were different than those

of traditional aged college students and while they did partake in some extracurricular

activities, overall their goal was employability (Thelin, 2011).

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The implementation of the G.I. Bill changed the face of American higher

education dramatically and continues to this day. College is no longer an elite

institution only for the children of the wealthiest Americans. A college degree is now

attainable for a greater diversity of learner.

The next pivotal event in access to American higher education was the Higher

Education Act of 1965 and its subsequent reauthorizations. November 8, 1965 brought

forth the passage of this bill, aimed at supporting the educational resources of

struggling colleges, primarily historically black colleges, and providing financial

assistance for students to attend higher education (“Higher Education Act of 1965,”

2009; “Higher Education Act of 1965,” 2015).

Periodically the Higher Education Act of 1965 is “reauthorized”—a process

through which Congress revisits existing programs to see how they can be made more

relevant for their time frame through a series of hearings (“Higher Education Act of

1965,” 2009; McCants, 2003). The Act was reauthorized in 1968, 1972, 1976, 1980,

1986, 1992, 1998, and 2008 (“Higher Education Act of 1965,” 2015; McCants, 2003).

During the summer of 2015, the Senate HELP (Health, Education, Labor, & Pensions)

Committee held six hearings in consideration of a new reauthorization of the HEA.

Though the times are different, some of the themes from the original act remain

relevant, such as - access and affordability. Other topics discussed during the hearings

are reminiscent of the 2008 reauthorization, including calls for greater accountability

(Morrison, 2015a).

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The Higher Education Act and its subsequent reauthorizations have opened the

door to postsecondary education for many, especially low-income students. Without

federal grant and loan programs, higher education would largely be an elitist system

with only those who are wealthy enough to pay outright or those who are extremely

academically or athletically talented able to access postsecondary education. We would

also not have the diversity of institutional type available in the modern postsecondary

education landscape. Provisions in the Higher Education Act also make it possible for

institutions to implement competency-based education.

This study will next explore the college choice process, limiting the exploration to

the college choice process for adult and non-traditional learners.

The College Choice Process

Put most simply, college choice is the process a potential learner undertakes to

evaluate and commit to a postsecondary option. Choice paired with access, or the

opportunity to attend college, is important for competency-based education as it

supplies the learners who participate in the programs.

College choice is a transitional process where potential students define their

academic and occupational aspirations and abilities, gather information about

postsecondary options, and come to a decision they perceive will help them make those

aspirations a reality (Bergerson 2009; Cabrera & La Nasa, 2000; Hossler & Gallagher,

1987; Jackson, 1987; Perna, 2006; Southerland, 2006). As Litten (1982) points out “the

college selection process is a complex series of activities” (p.400). This process happens

51

in different ways and times for different types of learners. The models may not always

fit and may not capture the complex interplay, especially for diverse students who do

not fit into the first-time, full-time freshman profile (Hendrickson, 2002; Pitre, Johnson,

& Pitre, 2006; Southerland, 2006).

Access, however, often assumed by college choice theories, (Bergerson, 2009) is

not a given. Access refers to institutional practices and policies to provide equitable

opportunity for students to pursue education (“Access,” 2014). In 2006, the Spellings

Commission found that “access is unduly limited by the complex interplay of inadequate

preparation, lack of information about college opportunities, and persistent financial

barriers” (p. 1, U.S. Department of Education, 2006). Access is affected by many

demographic characteristics including socioeconomic status, high school preparation,

parental college experiences, and access to adequate information (NPEC, 2007; Perna,

2006; Tierney & Venegas, 2009). Access can also be affected by geographic location,

demonstrated by Turley (2009) who found a small but significant increase in the odds of

applying to college based on each additional institution within commuting distance.

Traditional college students are generalized as enrolling directly out of high-

school and attending full-time, while not working or working only part-time (Bergerson,

2009; Brock, 2010; Choy, 2002; NPEC, 2007; NCES, 2015; Southerland, 2006). According

to NCES (2015) these students make up less than 30% of all today’s college students.

The greater population of students today are what are referred to as ‘nontraditional’ or

‘adult’ learners, who encompass 74% of the college student population (NCES, 2015).

52

These students, sometimes called the new majority, (Bell, 2012) embody characteristics

such as delayed enrollment after high school graduation, financial independence

according to financial aid rules, having one or more dependents, being a single caregiver

for children or aging parents, part-time attendance, and being employed full-time (Bell,

2012; Bergerson, 2009; Bers & Smith, 1987; Brock, 2010; CLASP, 2011; Choy, 2002;

NPEC, 2007; NCES, 2015; Southerland, 2006).

One of the most cited college choice models of the last thirty years is Hossler and

Gallagher’s (1987) three-phase model of student college choice encompassing

predisposition, search, and choice. This model is so popular in fact, that Bergerson

(2009) spends nearly a whole chapter discussing its composition, its applications in

recent research and the critiques of the model. In this model of college choice, students

starting as young as middle school enter the predisposition phase, where they develop

academic and occupational aspirations. Predisposition is influenced by factors such as a

student's socioeconomic status; their academic ability; the school they attend; the

peers, teachers, and counselors they interact with; and the availability of college

information for the students and their parents (Bergerson 2009; Cabrera & La Nasa,

2000; Hossler & Gallagher, 1987).

Hossler and Gallagher (1987) quote Jackson (1978) as having identified types of

students who emerge from predisposition: the “Whiches,” “Whethers,” and the “Nots”

(p. 571). Nots are those who never really consider going to college, Whethers apply to

1-2 local colleges but may not attend, and Whiches never considered not going to

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college. In this breakdown of types, Jackson (1978) notes that the Whiches focus on the

prestige and peer choices whereas the Whethers fit more into the economic crunch,

where the decision is weighed on the perceived value/perceived cost ratio. These

predisposition types were not directly carried forward into the later work, such as

Cabrera and La Nasa (2000) nor were other ‘types’ of students specified.

The second stage of the process is the search, in which students begin to

accumulate information and incorporate it into their forming thoughts of where and

why to matriculate in college (Cabrera & La Nasa, 2000; Hossler & Gallagher, 1987). As

Bergerson (2009) points out, “this step involves learning more about themselves and the

institutions in which they are interested” (p.24). This self-learning may include taking

college entrance exams (ACT, SAT) as well as determining the type of institution which

fits them, through increased interactions with college representatives (Bergerson,

2009). As Hossler and Gallagher (1987) say, “the search phase is not a static stage which

is conducted in the same manner by all students” (p.214).

The third and final phase of this model is where students’ complete

application(s) and collect the final inputs before making their enrollment choice. Again,

factors such as parental input, peer choices, academic standing and aspirations, and the

ever-important financial considerations weigh on the final decisions of matriculates

(Bergerson 2009; Cabrera & La Nasa, 2000; Hossler & Gallagher, 1987). What this model

of college choice means for institutions, is that engaging students early in their

education journey is key. While search, which is developmentally tied to grades 10 - 12

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(Cabrera & La Nasa, 2000), is the most active phase of the process, providing

information, especially general financial information early may affect parent’s savings

for college which may affect the number of colleges students apply to and the likelihood

they will matriculate (Hossler & Vesper, 1993; Jackson, 1978).

While this theory has held up through time for the traditional learner, the

population of competency-based education learners does not fit this demographic

profile. Hossler and Gallagher’s phases (1987), which begin as early as middle school, do

not fit the profile of adult learners.

A contrasting theory of college choice for traditional aged students is the cultural

framework model developed by Tierney and Venegas (2009). This framework moves

away from a rational linear theory that depends on students making choices in a logical

manner based on subjective assumptions and looks at how students make decisions

based on inputs from multiple environments concurrently (Bergerson, 2009; Tierney &

Venegas, 2009). These environments include schools and school staff, peer groups,

families, and other social influences. The framework assumes that students have

agency in their decision to attend postsecondary education or not, and where to do so.

A cultural framework helps researchers understand the lives of families,

students, and their inter-relationships with the college choice process. Understanding

the differing experiences of students, for instance the difference between wealthy

students who never really consider whether or not to go to college, just where to go and

the first-generation, low-income student who must make a more active choice in

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whether to attend or not, can help institutions increase access (Tierney & Venegas,

2009).

Research from NCES (2015) shows that ‘nontraditional’ students are the majority

of all college students today at 74%. However, our long held cultural construction of

college students does not often include them in the picture. Popular culture, through

the silver screen, glossy magazines, and TV shows, consistently portray the college

choice process as the high school senior checking the mailbox daily for the ‘fat envelope’

indicating acceptance to their first-choice college (Morrison, 2016). The picture can be

much different for the majority of today’s college students – nontraditional learners

who have been known to make concurrent decisions of if, when, and where to attend or

return to college (Bers & Smith, 1987; Morrison, 2016; NCES, 2015; NPEC, 2007). Career

needs (Kortesoja, 2009; Laanan, 2003; Somers, et.al, 2006; Wilsey, 2013) or personal

aspirations often spur the need for adult learners to pursue higher education (Laanan,

2003; Somers, et.al, 2006). The key factors for adult learners are location (Broekemier,

2002; Hillman & Weichman, 2016; NPEC, 2007; Roszkowski & Reilly, 2005; Somers, et.al,

2006) and convenience (Bers & Smith, 1987; Broekemier, 2002; NPEC, 2007; Peek &

Goldstein, 1991). As is noted by Bergerson (2009), the body of research on adult

learners is scant and does not include their college choice process. The research reflects

their experiences once enrolled, and as such Bergerson (2009) did not include them in

her monograph. This study highlights one college choice model specifically developed

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about adult learners (Southerland, 2006), and one which was written for disadvantaged

students but makes a relevant proxy to adult learners (Perna, 2006).

Three decision-points drive Southerland’s 2006 model for college choice and

persistence which can be broken down into whether their life situation supports

attendance, followed by when and where to attend, and finally adult learners

continually reevaluate their enrollment and persistence to a credential (Morrison, 2016;

Southerland, 2006). In contrast to traditional models such as Hossler & Gallagher,

Southerland’s model is pragmatic in considering options for learning, career

advancement, availability of data, and location (Broekemier, 2002; Morrison, 2016;

NPEC, 2007; Roszkowski & Reilly, 2005; Somers, et.al, 2006; Southerland, 2006).

The work of Peek and Goldstein (1991) features the importance of employee

benefit programs as a driver and enabling circumstance for adult learner choice in

higher education (Morrison, 2016).

An additional conceptual model that helps explain adult learners’ college choice,

while written for disadvantaged populations, is Perna’s 2006 model which hosts

elements from human capital investment and socio-cultural models such as status

attainment models. In Perna’s (2006) nested model, layers build upon and influence

each other. Habitus, encompassing not only demographic characteristics but the social

and cultural capital a student brings to the college choice process forms the first layer.

This layer applies to non-traditional, adult learners as well as their traditional

counterparts, and these factors are not age-dependent.

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The second layer focused on school and community context is a bit different for

the traditional student who, as Perna (2006) notes, are influenced by teachers,

counselors, and peers in their high school, than adult learners. However, if we consider

the work of Peek and Goldstein (1991) who found in their research that adult learners

tended to turn to non-college professionals who they trusted to help them choose their

higher education option. These professionals ranged from parole officers to welfare

agents and even their children’s high school guidance counselors. Some adult learners

turn to family, friends, and significant others as sources of information in making a

college choice (Peek & Goldstein, 1991). These trusted relationships fit in the “school

and community context” (Perna, 2006, p. 117) layer, bringing its relevance to adult

learners, as some of those trusted non-college professionals fit within the school

context (children’s guidance counselors) and others into the community context (parole

officers, welfare agents, friends, and family).

The third layer looks at higher education context. NPEC research found that

adults are more autonomous in their college choice process (2007), as was shown in

Southerland’s (2006) research, availability of data on the institution is important, which

rests in this layer.

The final layer looks at the broader socio-political climate and how it affects

students’ college choice process. Things such as the unemployment rate, public policy

and demographic shifts influence this layer, as well as influence adult learners, and

supply context to learners’ decisions (Perna, 2006).

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Based on these two concepts, practitioners looking to assist adult learners in

making their college choice would be advised to appeal to their pocketbooks and their

career aspirations through marketing materials and interactions with potential students.

Creating advocates out of local members of the adult learners’ communities and having

graduates model their success for potential students will encourage them in the process

of choosing a college. From Southerland, (2006) perhaps the most relevant piece for

student affairs practitioners and faculty is the fact that adult students are continuously

reevaluating their enrollment. If institutions are not providing them what they perceive

they need, they will, as the idiom goes, ‘vote with their feet’.

To understand the context of their educational opportunities, adults are

presumed to undertake a process to choose the way they will pursue higher education.

Competency-based education presents one method for adult learners to gain access to

higher education. This study investigates the college choice process of competency-

based education enrollees to inform institutions in their recruitment efforts and

learners in how to choose the correct program for their needs.

Summary

Competency-based education has evolved from its roots in outcomes-based

learning approaches to modern, technologically-enhanced learning. Competency-based

education provides a pathway through higher education for learners who cannot attend

traditional, face-to-face higher education. Through this literature review, we have seen

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that learners make choices in different manners – with non-traditional learners having a

greater focus on the end outcome of higher education rather than the process to gain

the credential. To provide access to this modality of learning, we must first understand

the process through which these learners make decisions so we can communicate with

them effectively and at the right time.

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CHAPTER THREE – METHODOLOGY

Introduction

To increase access to postsecondary education, institutions must first

understand why and how leaners choose their learning opportunities. The extant

literature on the college choices of adult learners tends to be focused on community

college enrollees (Broekemier, 2002; Laanan, 2003; Peek & Goldstein, 1991; Somers,

et.al., 2006). However, there is a recognized paucity when it comes to exploring the

college choice experiences of non-traditional learners overall (Bergerson, 2009;

Kortesoja, 2009; Lansing, 2017; Morrison, 2016; NPEC, 2007; Peek & Goldstein, 1991;

Perna, 2006; Roszkowski & Reilly, 2005). This applies both for first-time learners and

those returning to higher education after some period away. Competency-based

education learners have been characterized as primarily adult learners (Kelchen, 2016;

Morrison, 2016).

Additionally, as highlighted by Kelly & Columbus (2016) there is little research on

who competency-based education learners are in the last 20 years. Their research

turned up just thirteen academic articles which look at characteristics of competency-

based education learners (Kelly & Columbus, 2016). However, my previous research,

published after Kelly & Columbus (2016), showed direct assessment competency-based

education learners are “professionals working in their field of study. Parents juggling

families, work, community, and school. Devoting concentrated time to their studies.

61

Price conscious & transfer credit savvy” (Morrison, 2016, p. 73). It is important to note

that study was a small (N=5), qualitative study however it was published in the Journal

of Competency-based Education. It did reinforce the need for further study both of

competency-based education learners’ characteristics and college choice process

(Morrison, 2016).

The societal factors which are driving the increased interest in higher education

include the perception of a bachelor’s degree as the modern-day ticket to the middle

class (Carnevale, Garcia, & Gulish, 2017; Selingo, 2013). With 20.6% of Americans over

age 25 possessing some college but no degree (U.S. Census Bureau, 2016), the

opportunity exists for increased enrollments in higher education. Carnevale,

Jayasundera, and Cheah (2012) outline the increases in enrollment higher education

sees when the economy declines. This was made evident by the 12% enrollment

increase over projections in 2010 (Carnevale et al., 2012). As these researchers

conclude, “In jobs at every skill level and in many different occupations, the better-

educated applicant has the edge” (Carnevale et al., 2012, p. 35).

In the United States, we are experiencing what has been called credential creep,

credential inflation, and upcredentialing (Burning Glass Technologies, 2014). In this

phenomenon positions that did not previously require a college education now have

that as a requirement. Burning Glass Technologies (2014) research “suggests that

employers may be relying on a B.A. as a broad recruitment filter that may or may not

correspond to specific capabilities needed to do the job” (p.2). Additionally, Carnevale

62

and Rose (2011) call this the “sheepskin effect” (p.30) but express that it is a logical

recruitment technique to maximize the chance of hiring a qualified candidate.

Regardless of what I, or any industry analyst may think of this phenomenon; the

bachelor’s filter is creating demand for higher education. This demand can be met, at

least in part by competency-based education, if we as an industry can articulate its value

to students and employers (Kamenetz, 2014).

Research Questions

The purpose of this secondary data analysis is to investigate the characteristics

of competency-based education program enrollees, their college choice process,

satisfaction with their enrollment choice, and whether enrollment motivators predict

satisfaction with enrollment choice. This study investigates the following questions:

1. What are the characteristics of competency-based education learners?

2. Do characteristics of competency-based education learners predict enrollment

motivators?

3. Do characteristics of competency-based education learners predict satisfaction

with their decision to enroll?

4. Do the enrollment motivators predict competency-based education learners’

satisfaction with their decision to enroll?

5. What is the college choice process for competency-based education learners?

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Research Design and Rationale

This study employs a non-experimental, quantitative research design of

secondary data to investigate the learners’ characteristics, college choice process,

enrollment motivations, and satisfaction with choice for learners enrolled in a

competency-based education program. I utilized data I collected in 2016 for related

prior research regarding competency-based education enrollment motivators

(Morrison, 2017) in fulfillment of a grant from the University of Wisconsin – Milwaukee

National Research Center for Distance Education and Technological Advancement

(DETA).

The dataset includes responses from competency-based education enrollees

from four institutions (three public; one private/non-profit) and had a survey response

rate of 8.19%, which, while low, is characteristic of a web-based survey. Wengrzik,

Bosnjak, and Manfreda (2016) found in a meta-analysis of 108 experimental studies, a

mean response rate of 13%, including some studies which were incentivized. The final

sample and sampling procedures is discussed in further detail below.

These data contain untapped resources on competency-based education learner

characteristics as well as responses which may reveal the college choice process.

Secondary datasets have unique advantages over primary data collection, such as time

and cost savings (Anderson, Prause, & Silver, 2011). Research on secondary data also

“provides opportunities for the discovery of relationships not considered in the primary

research” (Smith, 2008, p. 328). Additionally, secondary data analysis has been noted

64

as being under-used in education (Smith, 2011). I have also chosen this dataset because

I have sole access to it. I expect this study to add to the literature on competency-based

education, the learners that choose this modality, and the college choice process.

Research Context

There is a renewed interest in competency-based education and how it can be

utilized by institutions as a tool to move a greater number of students toward the

completion of a degree (Fain, 2015; Lumina Foundation, 2009, 2015; Morrison, 2017;

U.S. Dept. of Education, 2014). With this renewed interest, has come a boom in the

number of institutions offering competency-based education − by some accounts over

500 institutions are exploring offering CBE − from every sector of higher education

(AACC, 2016; Fain, 2016; Fain, 2015; Fleming, 2015; Kelchen, 2016; Mitchell, 2015;

Morrison, 2017; Nodine, 2016; Public Agenda, 2015).

The distal factors which relate to an increased interest in competency-based

education are primarily economic, for learners and institutions. Although the economy

is improving, research from Burning Glass Technologies (2014), a job market analytics

company, shows that there has been a rise in the number of job postings requiring a

college degree that previously did not. This is leading to a credential gap, which, in

middle skill jobs is upward of 25%, for roles like executive assistant and other office

administration type positions (Burning Glass, 2014). The greater demand for

postsecondary credentials can increase enrollment at colleges and universities.

65

Competency-based education, especially in the direct assessment modality, is

potentially a faster pathway to degree completion (Camacho and Legare, 2016; Porter

and Reilly, 2014; Wang, 2015). The potential of graduating more learners more quickly

is a lure for institutions, as it could lead to potential cost savings (Porter and Reilly,

2014).

An additional distal factor contributing to the growth of competency-based

education opportunities is pressure from policymakers to contain higher education costs

while maintaining quality (Johnstone and Soares, 2014; Laine, Cohen, Nielson, and

Palmer, 2015). As Arne Duncan, former Secretary of Education said in a speech during

the 2011 Annual Federal Student Aid Conference:

States are also beginning to take on the challenge of accelerating attainment and containing costs as a statewide mission. Nationwide, 26 states have set goals for the educational attainment of the adult population. And a number of state strategic plans include language about containing college costs (para. 77).

Competency-based education has been noted as an option for institutions to help

contain cost (Daugherty, Davis, and Miller, 2015; Desrochers and Staisloff, 2016;

Ordonez, 2014; Weise and Christensen, 2014; Weise, 2014).

As for learners, my previous research (Morrison, 2016) showed the ability to

control their learning and adjust it to meet their other commitments was a key draw to

competency-based education. Others have noted students desire the economic

benefits of having a degree, the flexibility of competency-based education, and the

66

potential for cost savings through prior credit and accelerated learning (Camacho and

Legare, 2016; Wang, 2015; Weise, 2015).

It is important for institutions to understand the learners who may enroll in the

competency-based education programs they are designing. The analysis of these data

could help inform how programs attract learners to competency-based education

programs, thus aiding access to competency-based education programs for underserved

learners, such as those with non-traditional characteristics.

Survey Methodology

The data being utilized in this study were first collected in fulfillment of grant

requirements for The National Research Center for Distance Education and

Technological Advancement (DETA). This survey implemented a tailored design.

Dillman, Smyth, and Christian (2009) describe tailored design as “using multiple

motivational features in compatible and mutually supportive ways to encourage high

quantity and quality of response…” (p. 16). This methodology is supported by social

exchange theory − the perception that the rewards one will receive outweigh the costs

(Dillman et al., 2009). Social exchange is predicated on trust that the reward will be

realized, whether for the participant or society (Dillman et al., 2009). This theory was

supported by providing potential participants with information about the survey, asking

for help, showing positive regard, saying thank you, and making the questionnaire

interesting (Dillman et al., 2009). All the learners invited to participate attend college

67

online. Therefore, I reduced the cost of participation by making survey participation

convenient, hosting the survey online, and limiting the length and time to respond

(Dillman et al., 2009).

In alignment with this tailored design (Dillman et al., 2009) the survey was not

incentivized aside from a plea to participants in the survey request letter to ‘pay it

forward’ in the recognition they may also need survey respondents one day for their

educational pursuits. All participants were presented with the purpose of the research,

and their rights through informed consent procedures as a required step before

entering the survey. Participants were provided with the appropriate contacts to

withdraw should they, at any point, decide they would not like their data included in the

study. Participants were also informed of the anonymity of their responses, including

the de-identification of the institution in which they are enrolled.

Prior to distributing the survey, I obtained Institutional Review Board (IRB)

approval from the four participating institutions. Institution and learner samples will be

discussed in greater detail below. During the months of August, September, and

October 2016 a web-based survey request was distributed to 5,142 undergraduate

learners enrolled in a competency-based education program. The request was

distributed via email (Appendix A) and as an announcement containing the same text in

one institution’s learning management system.

At regional state institution 1, the survey request was distributed July 18, 2016

and a reminder was sent August 6, 2016. At regional state institution 2, the survey

68

request was distributed July 28, 2016 and a reminder sent on August 8, 2016. At the

public community college, the survey request was first sent as an announcement via the

learning management system on August 22, 2016. A reminder email was sent to this

group of learners on September 6, 2016. At the private/nonprofit institution the survey

request was distributed via email on October 5, 2016, no reminders were sent. The

spread in the timeframe the survey requests were distributed was due to the varying

time it took to get IRB approval. The survey (Appendix B) was housed in the web-based

platform Survey Monkey and was estimated to take learners approximately 30 minutes

to complete.

Population & Sample

For institutional sample selection in the original research project, I implemented

a cross-institutional sampling methodology and aimed to engage institutions offering

online, self-paced, mastery-based, competency-based education with faculty developed

curriculum. These criteria were set during the grant initiation call with the grantor as

the common criteria the UW-DETA was using for the competency-based education

programs the Center was investigating (T. Joosten, personal communication, April 12,

2016).

Institutions were identified utilizing criterion and snowball sampling. Criterion

sampling involves creating criteria and then identifying participants which fit that

criteria (Mertens, 1998). I also employed snowball sampling by asking identified

69

institution representatives to suggest others they thought fit the criteria (Gilner,

Morgan, & Leech, 2017; Mertens, 1998). Criterion and snowball sampling are both

types of convenience sampling (Gilner et al., 2017; Mertens, 1998). This convenience

sample was necessary to gather participants, which makes the results less generalizable.

Convenience sampling is commonly used in educational research (Gilner et al., 2017;

Mertens, 1998; Muijs, 2004). Time available for data collection and access to the

participants were contributing factors to utilizing a convenience sample to gather

institutional participants.

Participation invitations were sent to eighteen institutions across institutional

types (public; private/non-profit; private/proprietary). In addition to the criteria set by

the funder, criteria included membership in competency-based education focused

industry organizations, and recipients of federal experimental site status for

competency-based education projects. Considering these last two criteria only, there

are approximately 75 institutions in the population. However, not all institutions who

meet the last two criteria meet the funder’s criteria. I determined the most relevant

institutions through public search engines. Eighteen institutions were approached to

participate in the study. My professional relationships with others working in

competency-based education facilitated the snowball sampling. Not all institutions

invited to participate were able to/qualified. Examples of disqualifying features include

institutional policy; only offering their competency-based education programs at the

graduate level; and lack of time and personnel to distribute the survey. None of the

70

institutions expressed a lack of interest in the research topic. The sample includes data

from four of those eighteen institutions, three public, and one private/non-profit. This

return represents a 22.2% response rate from institutional invitations.

Table 3.1: Institutional Demographics Institution Institution Region Total Enrollment Undergraduate

Transfer-in Enrollment

Public 1 South 13,514 (8,318 undergraduate)

1,404

Public 2 West 30,361 (26,500 undergraduate)

3,041

Public 3 South 43,700 (all undergraduate)

1,923

Private/Non-profit West 84,289 (63,961 undergraduate)

11,880

Data from NCES College Navigator (Fall 2016 Enrollment Data) https://nces.ed.gov/collegenavigator/

For learner participants two sampling methodologies were implemented. At all

three public institutions, a census, or total population sample (Muijs, 2004) was taken

with the survey distributed to all 1,142 enrolled competency-based education learners.

This was possible due to the relatively low enrollments. However, at the private/non-

profit, the undergraduate competency-based education enrollment at the time of the

survey was 49,000 according to the institutional representative. This large of a census,

even with only a 10% response rate, would have been overwhelming. Therefore, a

sample of 4,000 learners which was demographically representative of the entire

population was drawn utilizing their internal survey selection system.

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5,142 survey requests were distributed to students actively enrolled in a

competency-based education program. Survey requests were sent to 1,142 enrollees

across three public institutions. Of that population 68 responses were gathered for a

5.95% response rate. For the private/non-profit institution, 4,000 survey requests were

distributed, and 353 responses were returned, for a response rate of 8.82%.

Table 3.2: Total Competency-based Education (CBE) Enrollment, Population, Responses, and Response Rate by Institution Institution CBE

Enrollment* Survey Recipients Total

Responses Response Rate

Regional State 1 (Public)

192 192 19 9.90%

Regional State 2 (Public)

900 900 38 4.22%

State Community College

50 50 11 22%

Private/Non-Profit

49,000 4,000 353 8.82%

Total 50,142 5,142 421 8.19% *As of August, 2016 according to institutional officials. Table 3.3: Population, Responses, and Response Rate by Institution Type Institutional Type Total Undergraduates

Receiving the Survey Total Responses Response Rate

Public 1,142 68 5.95% Private/Non-profit 4,000 353 8.82% Total 5,142 421 8.19%

From the population of 5,142 the minimum sample size required to reach a

confidence level of 95%, with a confidence interval of 5, was 358 responses, determined

by utilizing the sample size calculator at http://www.surveysystem.com. Though the

72

survey garnered 421 responses, once the data were cleaned of responses with

incomplete data on the variables of interest for the original research, 381 responses

were analyzed. For the present study, 35 additional participant responses were

eliminated due to missing data on variables of interest. A total of 346 responses were

analyzed. This number does not meet the minimum required response (358) for the

confidence level of 95% with the confidence interval of 5. However, when calculated

from 346, the confidence interval is 5.09, which was determined to be an acceptable

level as it would round down to 5. Additionally, according to Tabachnick and Fidell

(2013), a substantial cases-to-IV ratio is important when utilizing multiple regression.

The standard Tabachnick and Fidell (2013) promote is “N ≥ 50 + 8m (where m is the

number of IVs) for testing multiple correlation and N ≥ 104 + m for testing individual

predictors” (p.123). By this standard, the N ≥ 226 for testing multiple correlation and N

≥ 126 for testing individual predictors.

It is important to note that a few variables had missing responses, which were

eligible for mean replacement. The largest of these (paid work hours) had 19 missing

responses equating to 5.49% of the data. Following behind that are student satisfaction

(4.91%), Age (4.34%), years of professional experience (3.47%), years from college start

(1.45%), and years from high school (0.58%). According to Downey & King (1998), when

utilizing item mean substitution method, the method provides a satisfactory

representation of the original data when the missing data did not exceed 20% of the

total (p. 189). Therefore prior to running the descriptive statistics, the mean replace

73

function was run in SPSS to create a compound variable which replaced missing data

with the mean. Tables 3.4 and 3.5 show the learners’ characteristics for public and

private/non-profit institutions. Pearson Chi Square were utilized to see if dependency

exists among the institutional types and key demographic data. The purpose of this

investigation is to determine whether the sample can be combined into one for analysis

to answer the research questions for this study.

74

Table 3.4: Learners’ Characteristics by Institution Type

N Frequency -

Public Institutions

Percent of Respondents –

Public Institutions

Frequency - Private/Non-profit

Institution

Percent of Respondents –

Private/Non-profit Institution

Pearson Chi-Squared test sig.

Gender Female Male

346 61 39

22

17.6 16.0

21.4

285 204

81

82.4 84.0

78.6

.236

Ethnicity Hispanic Non-Hispanic Unknown

346 61 9

50

2

17.6 30.0

16.1

33.3

285 21

260

4

82.4 70.0

83.9

66.7

.097

Race

American Indian/Alaska Native/Other

346 61

0

17.6

0.0

285

6

82.4

100.0

.457

Asian/Native Hawaiian/ Other Pacific Islander

1 12.5 7 87.5

75

Table 3.4 Continued

Black/African American

3 15.0 17 85.0

White

51 17.5 241 82.5

Two or more races

6 30.0 14 70.0

Institution Location Same as Residence

Yes No

346 61

41 20

17.6

37.6 8.4

285

68 217

82.4

62.4 91.6

.000

First Generation Status

Yes No

346 61

29 32

17.6

17.2 18.1

285

140 145

82.4

82.8 81.9

.823

Studied at a Prior College

Yes No

346 61

53 8

17.6

16.0 53.3

285

278 7

82.4

84.0 46.7

.000

Prior Study in Discipline

Yes No

346 61

35 26

17.6

16.6 19.3

285

176 109

82.4

83.4 80.7

.525

76

Table 3.4 Continued Marital Status 346 61 17.6 285 82.4 .016

Single 20 28.2 51 71.8 Married 37 16.2 192 83.8 Separated/ Divorced/ Widowed

4 8.7 42 91.3

Pell Grant Eligible Yes No Unknown

346 61

26 28

7

17.6

15.4 18.8 25.0

285

143 121

21

82.4

84.6 81.2 75.0

.412

Employment Status 346 61 17.6 285 82.4 .073 Unemployed, not looking for work

6 30.0 14 70.0

Unemployed, looking for work

6 33.3 12 66.7

Part time 7 28.0 18 72.0 Full time 37 15.0 210 85.0 Unknown 5 13.9 31 86.1

Enrollment Status 346 61 17.6 285 82.4 .000 Part time 7 43.8 9 56.3 Full time 45 15.0 255 85.0 Overload 1 8.3 11 91.7 Unknown 8 44.4 10 55.6

77

Table 3.5: Learners’ Characteristics by Institution Type Continued

Overall N Public Institutions

Private/Non-Profit Intuitions

t p

Mean Age 346 38.55 38.83 -.193 (344) .847 18–24 years 33 7 26 -.599 (344) .550 25-29 years 37 9 28 30-34 years 53 8 45 35-39 years 64 10 54 40-49 years 106 16 90 50 Years or

Older 53 11 42

Mean Yrs From HS

346 20.93 (11.63)

20.68 (9.95)

.177 (344) .860

0-10 Years 67 13 54 -.310 (344) .757 11- 20 Years

112 21 91

20.72 – 30 years

108 16 92

31 – 40 years

52 9 43

41-50 Years 7 2 5 Mean Yrs from College Start

346 16.83 (10.74)

16.92 (9.89)

-.058 (344) .954

0-10 Years 108 20 88 .110 (344) .912 11- 20 Years

128 21 107

21 – 30 years

74 13 61

31 – 40 years

33 6 27

41-49 Years 3 1 2 Paid Work Hours

346 34.57 (15.91)

38.74 (17.83)

-1.687 (344)

.093

0-20 Hours 47 13 34 -1.892 (344)

.059

78

Table 3.5 Continued

21-30 Hours

12 3 9

31-40 Hours

189 30 159

41-50 Hours

74 12 62

51-168 Hours

24 3 21

Years Professional Experience

346 10.09 (10.02)

9.53 (9.12)

.421 (344) .674

0-10 Years 224 38 186 .108 (344) .914 11-20 Years 79 16 63 21-30 Years 30 5 25 31-43 Years 13 2 11

As you can see from these analyses, there are only a few characteristics where

the Chi Square statistic warrants introspection, as it points to a dependency of the

demographic item on the institutional type. The first of these is Institution Location

Same as Residence (p=.000). Upon reflection on the institutions involved, the public

institutions are regional institutions whose marketing does not likely reach as far as the

private/non-profit institution’s marketing. While the private/non-profit institution

maintains campuses in several states, learners’ primary affiliation is with the main

campus, which has a nationwide marketing reach. In light of this, though significant,

this item should not prevent combination of the entire dataset for investigation of the

research questions.

The next characteristic which shows a significant Chi Square test is Studied at a

Prior College (p=.000). Again, I turn to reflection on the institutions involved in the

79

study. The private/non-profit institution markets heavily to degree completion and

accepts a wide array of transfer credits. While the public institutions also have transfer

opportunities, when you look back at Table 3.1: Institutional Demographics, it is clear

the private/non-profit has far more transfer-in students than the other institutions.

Additionally, the public institutions offer additional modalities of learning (face-to-face,

traditional online) in addition to competency-based education whereas the private/non-

profit only offers competency-based education. Thus, the dependency of this variable

on institutional status should not prevent combination of the dataset for investigation

of the research questions.

Finally, Enrollment Status (p=.000) also shows a significant dependency on the

institutional type. Upon reflection of institutional policies, this question was not a fair

question to ask learners enrolled at the private/non-profit. Due to their subscription

pricing model, all learners are considered full-time by the institution, however, students

may judge their effort differently and therefore have reported it differently. Since there

was no true choice for students enrolled in the private/non-profit, this question will be

eliminated from further analyses.

Variables and Constructs

The survey had three sections with a total of thirty-four questions. Section one

focused on learners’ characteristics and contained twenty-five demographic questions.

Section two explored enrollment motivation and contained one question, with 21 items

80

to respond to regarding their relevance for the learners’ perception of how well each

statement fit them. Section three contained six open-ended questions regarding the

college choice process and one Likert scale to measure the learners’ satisfaction with

their decision to enroll in a competency-based education program. It was estimated to

take learners approximately 30 minutes to complete the survey.

Instrumentation

Table 3.6 contains the table of specifications. It aligns the research questions

with the survey questions which provide the data to answer the question.

81

Table 3.6: Table of Specifications Research Questions Survey Questions

1. What are the characteristics of competency-based education learners?

• Which restroom do you choose? • When is your birthday? • Do you identify as Hispanic? • With which race do you identify? • What state do you currently live

in? • Do you currently live in the same

state as your institution? • What was the highest school

completed by your mother or parent 1?

• What was the highest school completed by your mother or parent 2?

• How many years has it been since you last attended high school?

• Have you ever studied at a different university or college?

• How many years has it been since you first attended college?

• Had you ever taken college courses in this field before beginning your current program?

• What is your marital status? • Are you eligible for or have you

received a Pell grant? • What is your employment status? • How many hours do you work per

week on average? • How many years have you worked

in a job related to your current field of study?

2. Do characteristics of competency-based education learners predict enrollment motivators?

• Which restroom do you choose? • When is your birthday? • Do you identify as Hispanic? • With which race do you identify? • What state do you currently live

in?

82

Table 3.6 Continued • Do you currently live in the same

state as your institution? • What was the highest school

completed by your mother or parent 1?

• What was the highest school completed by your mother or parent 2?

• How many years has it been since you last attended high school?

• Have you ever studied at a different university or college?

• How many years has it been since you first attended college?

• Had you ever taken college courses in this field before beginning your current program?

• What is your marital status? • Are you eligible for or have you

received a Pell grant? • What is your employment status? • How many hours do you work per

week on average? • How many years have you worked

in a job related to your current field of study?

• I like to control the course pace and time of learning activities. (Learning Modality)

• I prefer traditional, face- to-face class meetings. (Learning Modality)

• I would prefer to work at home or remotely than have to drive to campus. (Learning Modality)

• I want to become a better person. (Learning Goals)

• I believe it will help me grow as a person. (Learning Goals)

83

Table 3.6 Continued • I hope to improve my problem-

solving ability. (Learning Goals) • I want to learn as much as I can on

this topic. (Learning Goals) • It is important for me to generally

become more knowledgeable. (Learning Goals)

• I want to try a new career. (New Career)

• I hope to advance in my current career. (Professional Goals)

• I believe it will make me more marketable to future employers. (Professional Goals)

• I want to increase my job security. (Professional Goals)

• I want to use the things I learn to help others. (Social Goals)

• I believe it will help me make a difference in society. (Social Goals)

• I want to provide a good example for my friends and family. (Social Goals)

• I want to encourage my friends and family in their current studies. (Social Goals)

• My friends and family expect me to continue my studies. (Social Goals)

3. Do characteristics of competency-based education learners predict satisfaction with their decision to enroll?

• How do you feel about your decision to enroll in your competency-based education program?

• Which restroom do you choose? • When is your birthday? • Do you identify as Hispanic? • With which race do you identify?

84

Table 3.6 Continued • What state do you currently live

in? • Do you currently live in the same

state as your institution? • What was the highest school

completed by your mother or parent 1?

• What was the highest school completed by your mother or parent 2?

• How many years has it been since you last attended high school?

• Have you ever studied at a different university or college?

• How many years has it been since you first attended college?

• Had you ever taken college courses in this field before beginning your current program?

• What is your marital status? • Are you eligible for or have you

received a Pell grant? • What is your employment status? • How many hours do you work per

week on average? • How many years have you worked

in a job related to your current field of study?

4. Do the enrollment motivators predict competency-based education learners’ satisfaction with their decision to enroll?

• I like to control the course pace and time of learning activities. (Learning Modality)

• I prefer traditional, face- to-face class meetings. (Learning Modality)

• I would prefer to work at home or remotely than have to drive to campus. (Learning Modality)

• I want to become a better person. (Learning Goals)

85

Table 3.6 Continued • I believe it will help me grow as a

person. (Learning Goals) • I hope to improve my problem-

solving ability. (Learning Goals) • I want to learn as much as I can on

this topic. (Learning Goals) It is important for me to generally become more knowledgeable. (Learning Goals)

• I want to try a new career. (New Career)

• I hope to advance in my current career. (Professional Goals)

• I believe it will make me more marketable to future employers. (Professional Goals)

• I want to increase my job security. (Professional Goals)

• I want to use the things I learn to help others. (Social Goals)

• I believe it will help me make a difference in society. (Social Goals)

• I want to provide a good example for my friends and family. (Social Goals)

• I want to encourage my friends and family in their current studies. (Social Goals)

• My friends and family expect me to continue my studies. (Social Goals)

• How do you feel about your decision to enroll in your competency-based education program?

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Table 3.6 Continued

5. What is the college choice process for competency-based education learners?

• Was there anything specific that made you decide you wanted to go to or return to college before you enrolled in your competency-based education program?

• Where did you begin your search to start or return to college?

• What type(s) of information did you look for in this process?

• Who, if anyone, was involved in this search process with you?

• Please share why you chose the program you are currently enrolled in.

you enrolled in your competency-based education program?

• Where did you begin your search to start or return to college?

• What type(s) of information did you look for in this process?

• Who, if anyone, was involved in this search process with you? Please share why you chose the program you are currently enrolled in.

• Which of your skills or experience were most helpful in preparing you for this educational experience? Explain

Table 3.7 outlines the variable names, independent, dependent, control variable

status, aligned survey questions, variable scale, and variable codes. The total number of

variables is 23: 22 independent variables, 4 control variables, and one dependent

variable. Of the 22 independent variables, one is the institutional type the learner

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attends, 15 will be utilized to understand learners’ characteristics, five are enrollment

motivators, and one is the college choice process. The four control variables, which are

also independent variables for understanding learners’ characteristics, are: institution

type, gender, ethnicity, and race. The primary dependent variable is the learners’

satisfaction with their decision to enroll in a competency-based education program

however, in one analysis, the five enrollment motivators also serve as dependent

variables.

Table 3.7 Table of Variables Variable Name

Variable Type

Survey Questions

Variable Scale

Codes

Institution Type

Independent and Control

Determined by Survey Participation

Dichotomous INSTTYPE 0 = Public 1 =Private/Non-Profit

Gender Independent and Control

Which restroom do you choose?

Nominal GEN 0 =Male 1 =Female

Age Independent When is your birthday?

Continuous Interval; Categorical

AGE Numerical age (after calculating based on birthday, 08/01/2016); AgeCategory (18-24; 25-29; 30-34; 35-39; 40-49; 50 or older)

Ethnicity Independent and Control

Do you identify as Hispanic?

Nominal ETH 0 = Non-Hispanic 1 = Hispanic 99 = Unknown

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Table 3.7 Continued Race Independent

and Control With which race do you identify?

Nominal RACE 1 = American Indian/Alaska Native/Other 2 = Asian/Native Hawaiian/Other Pacific Islander

3 = Black/African American 4 = White 5 = Two or more races

Institution Location

Independent Do you currently live in the same state as your institution?

Dichotomous COLSTATE 0=Yes 1=No

First Generation Status

Independent What was the highest school completed by your mother or parent 1? What was the highest school completed by your mother or parent 2?

Nominal MEDUC 1=Middle school/Jr. high 2=High school 3=College or beyond 99=Other/unknown FEDUC 1=Middle school/Jr. high 2=High school 3=College or beyond 99=Other/unknown If both MEDUC & FEDUC = 1, 2 or 99 then FGS = Yes (0) If either MEDUC and/or FEDUC = 3 then FGS = No (1)

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Table 3.7 Continued Years Since High School

Independent How many years has it been since you last attended high school?

Continuous Interval; Categorical

YRSFRMHS Continuous YRSFRMHS_Cat (0-10 years; 11-20 years; 20.72-30 years; 31-40 years; 41-50 years)

Other College Independent Have you ever studied at a different university or college?

Dichotomous PRIORCOL 0=Yes 1=No

Years from College Start

Independent How many years has it been since you first attended college?

Continuous Interval; Categorical

YRSFRMCOL Continuous YRSFRMCOL_Cat (0-10 years; 11-20 years; 21-30 years; 31-40 years; 41-49 years)

Prior Study Independent Had you ever taken college courses in this field before beginning your current program?

Dichotomous PRIORSTUDY 0=Yes 1=No

Marital Status Independent What is your marital status?

Nominal MARSTAT 1=Single 2=Married 3=Separated/divorced/ widowed

Pell Grant Eligible

Independent Are you eligible for or have you received a Pell grant?

Nominal PGE 1=Yes 2=No 99=Unknown

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Table 3.7 Continued Employment Status

Independent What is your employment status?

Nominal EMPSTAT 1= Unemployed, not looking for work 2=Unemployed, looking for work 3=Part time 4=Full time 99=Unknown

Paid Work Hours

Independent How many hours do you work per week on average?

Continuous Interval; Categorical

continuous (hours worked last week), don’t know or none; WRKHRS_Cat (0-20 hours; 21-30 hours; 31-40 hours; 41-50 hours; 51-168 hours)

Professional Experience

Independent How many years have you worked in a job related to your current field of study?

Continuous Interval

YRSPROFEXP Continuous; YRSPROFEXP_Cat (0-10 years; 11-20 years; 21-30 years; 31-40 years; 41-50 years)

Modality Independent and Dependent

I like to control the course pace and time of learning activities. I prefer traditional, face- to-face class meetings. [Negatively Coded]

Interval 5 point Likert “Strongly Disagree” (1) to “Strongly Agree” (5)

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Table 3.7 Continued I would prefer

to work at home or remotely than have to drive to campus

Learning Goals

Independent and Dependent

I want to become a better person. I believe it will help me grow as a person. I hope to improve my problem solving ability. I want to learn as much as I can on this topic. It is important for me to generally become more knowledgeable.

Interval 5 point Likert “Strongly Disagree” (1) to “Strongly Agree” (5)

Professional Goals

Independent and Dependent

I hope to advance in my current career. I believe it will make me more marketable to future employers.

Interval 5 point Likert “Strongly Disagree” (1) to “Strongly Agree” (5)

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Table 3.7 Continued I want to

increase my job security.

Social Goals Independent And Dependent

I want to use the things I learn to help others. I believe it will help me make a difference in society. I want to provide a good example for my friends and family. I want to encourage my friends and family in their current studies. My friends and family expect me to continue my studies.

Interval 5 point Likert “Strongly Disagree” (1) to “Strongly Agree” (5)

New Career Independent and Dependent

I want to try a new career.

Interval 5 point Likert “Strongly Disagree” (1) to “Strongly Agree” (5)

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Table 3.7 Continued College Choice

Independent Was there anything specific that made you decide you wanted to go to or return to college before you enrolled in your competency-based education program? Where did you begin your search to start or return to college? What type(s) of information did you look for in this process? Who, if anyone, was involved in this search process with you? Please share why you chose the program you are currently enrolled in.

Categorical College Choice Process

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Table 3.7 Continued Which of your

skills or experience were most helpful in preparing you for this educational experience? Explain.

Satisfaction with Decision to Enroll

Dependent How do you feel about your decision to enroll in your competency-based education program?

Interval PERCEPTENRL 5 point Likert “Not at all Satisfied” (1) to “Extremely Satisfied” (5)

Instrumentation Validity and Reliability

This research utilized data collected through a validated survey produced by the

National Research Center for Distance Education and Technological Advancement

(DETA) as part of their DETA Research Toolkit (DETA, 2015) and additional questions

pilot tested in a qualitative phenomenology by Morrison (2016) in 2015. The DETA

survey instrument questions were validated utilizing both select literature (modality)

and a grounded-theory, qualitative analysis (learning goals, professional goals, academic

goals, and social goals). For modality, the questions were validated utilizing Roblyer,

Davis, Mills, Marshall, and Pape (2008), a study that ran the 60-item ESPRI with a

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population of 2,880 online learners. This study had a reported “total scale reliability for

the sixty-item version of the instrument was found to be alpha = .92…” (Roblyer, Davis,

Mills, Marshall, & Pape, 2008, p.98). For learning goals, professional goals, academic

goals, and social goals the items were validated utilizing the following procedure:

“The items in this instrument were developed based on a grounded-theory, qualitative analysis of student goals recorded during the recruitment and application process for the University of Wisconsin (UW) Flexible Option, a fully online, competency-based, direct assessment program offered as a collaboration among UW-Extension, UW Colleges, UW-Milwaukee, and UW-Parkside. The responses were collected as part of the normal recruitment process when students were asked about their “Career Goals” during a phone interview with recruitment staff. The responses were then recorded and stored as part of their file and retrieved for this analysis. After initial analysis was complete, the research team validated and identified constructs during a focus group with program success coaches, who are the staff that have the most interaction with enrolled students on a day-to-day basis” (DETA, 2015, p. 139-140).

Although these motivation categories were the basis of the prior research, a

primary factor analysis of the actual responses to this implementation of the survey

reveals factor loadings that differ from those the DETA Toolkit reported. Table 3.8

outlines the factor loadings, which eliminates one of UW DETA’s factors, academic goals,

and adds an additional factor – New Career. The factor, academic goals, was eliminated

because the questions associated with this category did not load on any one factor, but

rather weakly loaded on several factors. The level of loading was determined based on

the work of Comrey and Lee (1992) which states that factor loading hits the acceptable

level at .55 (p.243).

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Table 3.8: Factor loadings based on a principal component analysis with varimax rotation with Kaiser normalization Learning

Goals (Factor 1) (α = .851)

Social Goals

(Factor 2) (α = .823)

Professional Goals

(Factor 3) (α = .690)

Learning Modality (Factor 4) (α = .655)

New Career

(Factor 5)

I like to control the course pace and time of learning activities.

.098 .034 .094 .731 .080

I prefer traditional, face- to-face class meetings.

-0.79 -.116 -.111 .759 .012

I would prefer to work at home or remotely than have to drive to campus.

.087 .158 .147 .778 -.076

I want to become a better person.

.731 .212 .197 .000 -.071

I believe it will help me grow as a person.

.773 .232 .078 .038 .057

I hope to improve my problem-solving ability.

.800 .144 .115 -.039 -.041

I want to learn as much as I can on this topic.

.710 .271 .126 .024 .139

It is important for me to generally become more knowledgeable.

.708 .216 .141 .109 .134

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Table 3.8 Continued I want to try a new career.

.138 .103 .046 .049 .875

I hope to advance in my current career.

.104 .054 .631 .070 -.544

I believe it will make me more marketable to future employers.

.319 .069 .776 .103 .062

I want to increase my job security.

.138 .217 .823 -.010 .057

Continuing my education is one of my personal goals.*

.430 .460 .111 .232 -.014

I want to apply my previously earned credits toward a degree.*

.306 .391 .254 .143 -.194

I hope it will be a stepping stone to a more advanced degree program.*

.246 .379 .246 .011 .217

I want to use the things I learn to help others.

.288 .772 .103 .052 .037

I believe it will help me make a difference in society.

.200 .756 -.027 .062 .181

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Table 3.8 Continued I want to provide a good example for my friends and family.

.294 .775 .017 .071 -.140

I want to encourage my friends and family in their current studies.

.269 .777 .145 -.015 -.058

My friends and family expect me to continue my studies.

-.034 .586 .184 -.283 .183

*These questions did not load on any single factor and were therefore eliminated as an enrollment motivator.

Data Analysis

The study utilized frequencies, measures of central tendency (mean) and

variability (range and standard deviation) (Gilner et al., 2017; Mertens, 1998) to

describe learners’ characteristics (research question one). The research investigated

demographic information, first generation status, prior academic activity, Pell grant

eligibility, and employment status. It is important to note that Pell Grant Eligibility (PGE)

is being utilized as a proxy for socioeconomic status of the learners for demographic

reasons. As Rubin (2011) noted, “…once students are deemed Pell-eligible, they are

viewed as needing financial assistance” (p.678). Additionally, informed by the work of

Turley (2009) and Clinefelter and Aslanian (2016), this study looks at whether students

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live in the same state as the institution in which they are enrolled as a proxy for location

being a factor in the college choice process.

For characteristics associated with variables which contained open responses

(age, years from high school, years from college start, work hours, and years

professional experience) the data have been analyzed in two ways, to provide a depth of

view into the data. First, the mean, standard deviation and range are shared for each of

these variables. Then to facilitate additional analysis, each variable was broken down

into meaningful categories for the data (Abbott & McKinney, 2013). For age categories,

the data use the work of Kelchen (2016) and the 2017-2018 IPEDS Data Collection for

Fall Enrollment for 4-year Degree Granting Institutions (NCES, 2018). However, based

on initial analysis of the data, several categories were collapsed to separate the

traditional age students (18-24 years) from the non-traditional age students (25 and

older).

The next three research questions implemented a correlational research design

utilizing a series of ordinary least squares regression models to estimate the

relationships outlined in the research questions above. Exploratory analyses were

conducted to test the assumptions of ordinary least squares regression. The

assumptions of multiple regression include an interval dependent variable that is

normally distributed; the relationship between the predictor, or independent, variables

and dependent variable is linear (Gilner et al., 2017). This was tested by evaluating the

skewness and kurtosis of the variables through the frequencies command in SPSS

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(Leech, Barrett, & Morgan, 2011). Collinearity of independent variables can present an

issue in analysis (Gilner et al., 2017; Leech et al., 2011; Tabachnick & Fidell, 2013).

Correlation matrices were implemented to investigate the collinearity of the

independent variables, including enrollment motivators and learners’ characteristics. All

enrollment motivators were found to be weakly correlated except for Learning Goals

and Social Goals which were low-moderately correlated (.522). Learners’ characteristics

were also all found to be weakly correlated except Years from College Start and Age

Category (.685) which was moderately correlated and Years from High School and Age

Category (.865) and Years from High School and Years from College Start (.710) which

were highly correlated. Tabachnick & Fidell (2013) suggest eliminating one of the

variables in any bivariate correlation over .70 before implementing the multiple linear

regression. For this reason, Years from High School, Years from College Start, and Age

Category were eliminated from the regression analyses. The many low correlations are

a positive outcome for the independence of the enrollment motivators and learners’

characteristics. Analysis of collinearity statistics show this assumption has been met as

VIF scores were all below 10 and tolerance scores were all above 0.2. Additionally, the

values of residuals are shown to be independent as all Durbin-Watson scores were

above 1 and below 3, with a range of 1.682 to 2.049. The assumption of variance of

residuals was investigated via a plot of standardized residuals versus standardized

predicted values. The resulting scatterplots showed no overt funneling, suggesting this

assumption has been met. Finally, Cook’s distance values were calculated to test the

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assumption that there were no influential cases biasing the models. As no values were

over 1, this suggests no cases inordinately influenced the models.

To address research question two, multiple linear regression was employed to

determine if the characteristics of competency-based education learners predict the

enrollment motivators. Research question two utilized the following models for each

enrollment motivator (Modality, Learning Goals, Professional Goals, Social Goals, New

Career):

Model 1: Enrollment Motivator = First Generation Status +

(Controls: Ethnicity + Race + Gender + Institutional Type)

Model 2: Enrollment Motivator = First Generation Status + Other College

+ Prior Study + Years Professional Experience + Pell Grant Eligibility +

Employment Type + (Controls: Ethnicity + Race + Gender + Institutional Type)

Research question three employed both descriptive statistics and multiple linear

regression analysis to investigate if learners’ characteristics are predictors of learners’

satisfaction. Research question three utilized the following models:

Model 1: Satisfaction with decision to enroll = First Generation Status +

(Controls: Ethnicity + Race + Gender + Institutional Type)

Model 2: Satisfaction with decision to enroll = First Generation Status +

Other College + Prior Study + Years Professional Experience + Pell Grant Eligibility

+ Employment Type (Controls: Ethnicity + Race + Gender + Institutional Type)

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A correlational research design was utilized to investigate whether enrollment

motivators predict learners’ satisfaction with their enrollment decision (research

question four). A multiple linear regression was calculated to predict satisfaction with

decision to enroll based on enrollment motivators (modality, learning goals, professional

goals, social goals, new career). Research question four utilized the following models

for each enrollment motivator:

Model 1: Satisfaction with decision to enroll = Enrollment Motivator

Model 2: Satisfaction with decision to enroll = Enrollment Motivator +

First Generation Status + (Controls: Ethnicity + Race + Gender + Institutional

Type)

Model 3: Satisfaction with decision to enroll = Enrollment Motivator +

First Generation Status + Other College + Prior Study + Years Professional

Experience + Pell Grant Eligibility + Employment Type (Controls: Ethnicity + Race

+ Gender + Institutional Type)

Once each enrollment motivator was investigated individually, all significant

enrollment motivators were combined in a multiple regression utilizing the following

models:

Model 1: Satisfaction with decision to enroll = Significant Enrollment

Motivators

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Model 2: Satisfaction with decision to enroll = Significant Enrollment

Motivators + First Generation Status + (Controls: Ethnicity + Race + Gender +

Institutional Type)

Model 3: Satisfaction with decision to enroll = Significant Enrollment

Motivators + First Generation Status + Other College + Prior Study + Years

Professional Experience + Pell Grant Eligibility + Employment Type

(Controls: Ethnicity + Race + Gender + Institutional Type)

In exploring research question five, the college choices process, this study

quantified the six open-ended questions included in the original survey utilizing a

quantitative content analysis. All six of these questions were designed to uncover the

process learners took in making their enrollment choice. This quantitative content

analysis applied conceptual analysis to establish what concepts are mentioned and their

frequency (Busch, et al., 2012). The first step in quantitative content analysis was to

determine the code book (Neuendorf, 2017). The code book was developed from the

determining decision factors from Southerland’s (2006) “new model for college choice &

persistence” (p. 14). Manual coding utilized this code book but the flexibility to allow

emergent concepts was incorporated into the coding process. This raises an issue of

reliability by introducing subjectivity, therefore reducing replicability (Busch, et al.,

2012; Neuendorf, 2017). In addition to the manual coding process, the answers were

imported into NVivo to determine word frequencies and create corresponding word art

to increase the validity of the coding. Hoover and Koerber (2011) cite the benefits of

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utilizing NVivo as contributing to the “efficiency, multiplicity, and transparency” (p.73)

of the analysis of qualitative data. Computer coding utilizing NVivo of word frequencies

was utilized for its ease and effectiveness but also to support ecological validity by

processing the data in the same modality it was collected (Neuendorf, 2017).

Study Reliability and Validity

Validity has many faces – internal, external, and measurement. Gilner et al.

(2017) state internal validity is “the degree to which the researcher can infer that a

relationship between independent and dependent variables is causal” (“Evaluating

Internal Validity,” para.2). For this study, which is associational (meaning there is only

one group of participants), Gilner et al. (2017) state that it will not be able to “provide

evidence of causation no matter how strong the statistical association” (“Equivalence in

Associational Studies,” para.1). Even if the study will not be able to claim direct

causation, the associations between variables hold much information about the study

participants. Threats to internal validity include the inherent bias in having one group of

participants as well as control of extraneous variables. As this is a one-time survey,

threats such as maturation, history, testing, and instrumentation do not apply (Gilner et

al., 2017). An additional threat to internal validity is ambiguous temporal precedence.

Gilner, Morgan, and Leech, (2017) define this as “when it is unclear if the independent

variable precedes the dependent variable” (“Ambiguous Temporal Precedence,” para.2).

For this study, in research question four, it is assumed that the independent variable

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(enrollment motivators) proceed the dependent variable (satisfaction with decision to

enroll).

External validity concerns the generalizability of the study, or if the measures

and results can be applied outside of the study (Gilner et al., 2017). Population validity

and ecological validity are the two contributing factors to external validity (Gilner et al.,

2017). As the sampling methodology utilized for learner participants in the study was

census and a representative sample, the population validity may be rated medium.

However, the response rates were fairly low, which may downgrade the population

validity. Ecological validity is the “degree to which the research environment is similar

to the natural environment” (Gilner et al., 2017, “Ecological External Validity,” para. 1).

For this study, the natural environment of these competency-based education enrollees

is an online learning environment. As the survey was also administered in an online

survey tool, the study environment is like the natural environment.

Reliability is “the consistency of a series of measurements” (Gilner et al., 2017,

“Reliability,” para. 1). While this measurement is extremely important in instrument

development, this study utilized a secondary data analysis. As the data have already

been collected, performing reliability tests is out of the scope of this study. However,

the instrument validity and reliability were discussed in an earlier section.

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Summary

In this chapter, I explored the research design, the context for the research, the

variables, and specifications as well as the data analysis.

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CHAPTER FOUR – RESULTS

Introduction

This study investigates college choice and competency-based education learners’

enrollment motivators. As covered in detail in chapter one, the purpose of the study is

to help the field better understand the characteristics of competency-based education

learners and why they choose to study in this modality. This study employed descriptive

and correlational statistics as well as quantitative content analysis. Utilizing this range

of analysis methods gives a broad view into the data.

Specifically, this chapter provides the data addressing the following research

questions:

1. What are the characteristics of competency-based education learners?

2. Do characteristics of competency-based education learners predict enrollment

motivators?

3. Do characteristics of competency-based education learners predict satisfaction

with their decision to enroll?

4. Do the enrollment motivators predict competency-based education learners’

satisfaction with their decision to enroll?

5. What is the college choice process for competency-based education learners?

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Analysis

This analysis is arranged by research question to streamline understanding of the

findings. In research question one, the study employed descriptive statistical

techniques to investigate the demographic and work-life related characteristics of

competency-based education enrollees. In research questions two, three, and four a

series of ordinary least squared regression models were used to estimate the

relationships described in each question above. The assumptions for the regression

models were tested utilizing correlation matrices, collinearity statistics, Durbin-Watson

scores, scatterplots of standardized residuals versus standardized predicted values,

Cook’s distance values, and by evaluating skewness & kurtosis of variables. These

analyses indicate that the assumptions for regression were met. A full discussion of the

assumptions can be found in Chapter 3. In research question five, the method utilized is

quantitative content analysis which is “a numerically based summary of a chosen

message set” (Neuendorf, 2017, p. 21). However, to add color to the categories

determined in the analysis, I have included a quote of support directly from the words

of participants.

Characteristics of Competency-based Education Learners

In response to research question 1, descriptive statistics were generated to

determine the composite characteristics across competency-based enrollees. For this

analysis, the two samples from the institutional types described in chapter three were

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combined represent an overall sample. In chapter three the results of a series of t-tests

are outlined which provide justification for the characteristics of the two groups being

similar enough to analyze as one group. It was important to combine the samples for

greater generalizability. Table 4.1 outlines the descriptive statistics including N,

percentage of respondents, mean, standard deviation and range for each of the

characteristics as appropriate to the level of measurement.

The overall sample of 346 learners had a mean age of 38.78 and a range of 18-

70. The range is important as it shows competency-based education learners do not fit

only in the popular conception of a college student as the traditional aged student (18-

24) but rather encompass a much broader range of learner. To further support this, in

the age category breakdown, you can see the traditional age (18-24) is the smallest

group (9.5%) while the largest group of learners are 40-49 year olds (30.6). Closely

related to age are both the number of years since the learner last attended high school

and the number of years since the learner started college. The largest group for each of

these categories is 11-20 years ago with years from high school at 32.4% and years from

college start at 37.0%. When looking at the next largest percentage in each of these

categories, they diverge with years from high school increasing to 20.72 – 30 years

(31.2%) while years from college start decreases to 0-10 years (31.2%). These data

suggest that divergence as indication that more learners delayed their college start than

started right out of high school and returned later.

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The overall sample of 346 learners had a mean paid work hours of 38 hours per

week, with a range between 0 – 168. This range may look surprising because some

learners reported they worked every hour possible in a week. However, in their

responses many of these learners indicated that they were stay-at-home parents

therefore were ‘on the clock’ 24/7. While perhaps not the intent of the question, the

learners’ response is their interpretation of ‘paid work.’ In the categories of work hours,

the majority of learners (54.6%) work between 31 – 40 hours a week, followed by those

who work 41-50 hours a week (21.4%), leading to the conclusion that the majority of the

learners work full time. This is consistent with the variable which asked learners to

categorize their employment status. 71.4% indicated they work full time. Only 7.2% of

learners in the sample reported working part time, which is close to the 13.6% who

indicated they work 0-20 hours a week in the paid work hours category. It is also

interesting to note that 5.8% of these learners indicated they are unemployed and not

looking for work.

These learners indicate they have worked between 0-10 years (64.7%) in their

current field of study with mean years worked being 9.63 with a range of 0-43. The

percentage of learners in each category of years of professional experience decreases as

the years increase with only 3.8% of learners indicating they have 31-43 years of

professional experience.

The majority of the respondents were female (70.2%). The majority of the

respondents were also white (84.4%), with the next largest categories of race being two

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or more races (5.8%) and black (5.8%). The combined category of Asian/Native

Hawaiian/Other Pacific Islander was 2.3% while the American Indian/Alaska

Native/Other was the smallest racial category at 1.7%. The majority of these learners

were Non-Hispanic (89.6%) however, 8.7% claim Hispanic ethnicity and 1.7% of learners

are of unknown ethnicity.

The majority of these 346 learners do not live in the same location as their

institution (68.5%). This has implications related to prior literature which will be

discussed in chapter five. These learners were nearly evenly split on first generation to

attend college status with 51.2% reporting they are not first-generation college students

and 48.8% reporting they are the first in their family to attend college.

An overwhelming majority of these 346 learners indicated they have studied at a

prior college (95.7%), while only 61% indicated they have previously studied in their

current discipline. This is interesting because it indicates that those who return to

college may change discipline at a fairly high rate.

The majority of these learners are married (66.2%) while just 20.5% are single

and 13.3% categorize themselves as separated/divorced/widowed. The overall sample

of 346 learners had a close split on those who are eligible for a Pell grant (48.8%) and

those who are not (43.1%). Those who indicated they do not know if they are eligible to

receive a Pell grant (8.1%) are interesting to consider as completing the Free Application

for Federal Student Aid (FAFSA) would provide this information so either these students

have never completed one or never paid attention to their Pell grant eligibility.

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Table 4.1: Descriptive Statistics

N Percent of Respondents

Mean SD Range

Institution Type 346 Public 61 17.6

Private/Non-Profit 285 82.4 Mean Age 346 38.78 10.03 18-70

18–24 years 33 9.5 25-29 years 37 10.7 30-34 years 53 15.3 35-39 years 64 18.5 40-49 years 106 30.6

50 Years or Older 53 15.3 Years Since High School 346 20.72 10.25 0-50

0-10 Years 67 19.4 11- 20 Years 112 32.4

20.72 – 30 years 108 31.2 31 – 40 years 52 15.0

41-50 Years 7 2.0 Years from College Start 346 16.90 10.03 0-49

0-10 Years 108 31.2 11- 20 Years 128 37.0

21 – 30 years 74 21.4 31 – 40 years 33 9.5

41-49 Years 3 .9 Paid Work Hours 346 38.00 17.55 0-168

0-20 Hours 47 13.6 21-30 Hours 12 3.5 31-40 Hours 189 54.6 41-50 Hours 74 21.4

51-168 Hours 24 6.9 Professional Experience (in Years)

346 9.63 9.28 0-43

0-10 Years 224 64.7 11-20 Years 79 22.8 21-30 Years 30 8.7 31-43 Years 13 3.8

Gender 346 Female 243 70.2

Male 103 29.8

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Table 4.1 Continued

Ethnicity 346 Hispanic 30 8.7

Non-Hispanic 310 89.6 Unknown 6 1.7

Race AI/NA/Other 6 1.7

Asian/Native Hawaiian/Other Pacific Islander

8 2.3

Black 20 5.8 White 292 84.4

Two or more races 20 5.8 Institution Location Same as Residence

346

Yes 109 31.5 No 237 68.5

First Generation Status 346 Yes 169 48.8 No 177 51.2

Studied at a Prior College 346 Yes 331 95.7 No 15 4.3

Prior Study in Discipline 346 Yes 211 61.0 No 135 39.0

Marital Status 346 Single 71 20.5

Married 229 66.2 Separated/Divorced/Widowed 46 13.3 Pell Grant Eligible 346

Yes 169 48.8 No 147 43.1

Unknown 28 8.1 Employment Status Unemployed, Not Looking for

Work 20 5.8

Unemployed, Looking for Work

18 5.2

Part time 25 7.2

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Table 4.1 Continued

Full time 247 71.4 Unknown 36 10.4

An overall composite description of the sample indicated that the average

competency-based education learner is a married, white, non-Hispanic woman, just

over 38 years old living in a different state than their institution. This composite learner

works full-time, an average of 38 hours per week and this is not their first attempt at

achieving a college degree. She has been out of high school for just over twenty years

and is utilizing a Pell grant to help pay for her education. She has both professional

experience and prior study in her current discipline.

An interesting characteristic in these data is the study at a prior college, while I

expected this to be a high number based on the high percentage of transfer-in students

these colleges report, it far exceeded my expectations at 95.7% of these learners. This

indicates these students are seeing competency-based education as an option for

degree- completion however, not as many are making it their first choice for college

level learning. Additionally, while I expected the average age of these learners to be in

the mid-thirties, based on prior research, the range of age is very interesting and wide –

from 18 to 70. It goes against the popular belief that competency-based education is

best suited for older learners to have nearly as many in the 18-24-year-old category

(9.5%) as there are in the 25-29 year old category (10.7%). Finally, though not surprising

given the online nature of the programs investigated, it is interesting that so many of

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these learners do not live in the same location as their institution (68.5%) as prior

literature indicates that location is a determining factor, even for non-traditional

students.

Learners’ Characteristics Predict Enrollment Motivators

Question two asks if learners’ characteristics predict enrollment motivators.

These analyses used a total of ten models - two for each of the enrollment motivators –

to investigate the relationships between learners’ characteristics and enrollment

motivators. A full explanation of the models can be found in chapter three. Each

enrollment motivator was explored separately to avoid over specificity of the model and

to allow practitioners to develop techniques based on the motivator. While this does

increase the possibility for type I error, it is important for practice.

To increase understanding of the enrollment motivators (dependent variables),

descriptive statistics can be found in Table 4.2.

Table 4.2: Descriptive Statistics of Enrollment Motivators (Dependent Variables)

Enrollment Motivator N Mean SD Range Modality 346 4.16 .67 1.67-5

Learning Goals 346 4.41 .60 1-5 New Career 346 3.23 1.32 1-5

Professional Goals 346 4.36 .73 1-5 Social Goals 346 4.15 .73 1-5

Modality. The modality enrollment motivator is related to the learners’

preference to learn in an online or face-to-face environment. The results of the

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regression for model 1 were not significant (R2= .037, F(9,336)= 1.421, p=.178). However,

the results indicate that Blacks are less likely to be motivated by modality than are

whites (β=-.361, p=.020). The results of the regression for model 2 were not significant

(R2= .044, F(18,327)= .829, p=.665). Again, the results indicate that Blacks are less likely

to be motivated by modality than are whites (β=-.340, p=.033).

Learning Goals. The learning goals motivator relates to a learners’ desire to

become more knowledgeable both in general and in their specific area of study. The

results of the regression for model 1 were not significant (R2= .014, F(9,336)= .517,

p=.862). The results of the regression for model 2 were not significant (R2= .023,

F(18,327)= .436, p=.980). There were no variables which showed a significant

contribution to the learning goals enrollment motivator in either model.

New Career. The new career motivator is a learners’ wish to try a new career.

The results of the regression for model 1 were significant (R2= .051, F(9,336)= 2.025,

p=.036) and one variable was said to explain 5.1% of the new career enrollment

motivator. Asian/Native Hawaiian/Other Pacific Islanders were more likely to be

motivated by new career than were whites (β= 1.091, p=.020). The results of the

regression for model 2 were significant (R2= .188, F(18,327)= 4.201, p=.000) and three

variables were said to explain 18.8% of the new career enrollment motivator.

Asian/Native Hawaiian/Other Pacific Islanders were more likely to be motivated by new

career than were whites (β= .931, p=.040) Those without prior study in the subject area

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are more likely be motivated by new career than those with prior study in the subject

area (β= .380, p=.007). Years of professional experience (β= -.451, p=.000) has a

negative effect on the new career motivator.

Professional Goals. The professional goals motivator focuses on advancing

learners’ current career, being more marketable to future employers, and increasing

their job security. The results of the regression for model 1 were not significant (R2=

.026, F(9,336)= 1.101, p=.439). There were no variables which showed a significant

contribution to the professional goals enrollment motivator. The results of the

regression for model 2 were significant (R2= .109, F(18,327)= 2.214, p=.003) and one

variable (employment status) explains 10.9% of the professional goals enrollment

motivator. Those learners who are unemployed and not looking for work (β= -.672,

p=.000), unemployed and looking for work (β= -.396, p=.028), and those whose

employment status is unknown (β= -.320, p=.015) were less likely to be motivated by

professional goals than were those who are employed full time.

Social Goals. The social goals motivator relates to learners’ inclination to make a

difference in society and to encourage their friends and family in educational pursuits by

being an example. The results of the regression for model 1 were significant (R2= .089,

F(9,336)= 3.658, p=.000) and three variables were said to explain 8.9% of the social goals

enrollment motivator. Hispanics were more likely to be motivated by social goals than

were Non-Hispanics (β= .401, p=.004). Females are more likely to be motivated by

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social goals than males (β= .259, p=.002). Additionally, those learners enrolled in a

private/non-profit institution are more likely to be motivated by social goals than are

those learners enrolled in a public institution (β= .302, p=.003). The results of the

regression for model 2 were significant (R2= .139, F(18,327)= 2.927, p=.000) and five

variables were said to explain 13.9% of the social goals enrollment motivator. Hispanics

were more likely to be motivated by social goals than were Non-Hispanics (β= .400,

p=.004). Females are more likely to be motivated by social goals than males (β= .240,

p=.005). Additionally, those learners enrolled in a private/non-profit institution are

more likely to be motivated by social goals than are those learners enrolled in a public

institution (β= .279, p=.007). Years of professional experience (β= -.107, p=.034) has a

negative effect on the social goals motivator. Additionally, those who are not eligible

for a Pell Grant are less likely to be motivated by social goals than are those who are

eligible for a Pell Grant (β= -.227, p=.007).

119

Table 4.3: Multiple Linear Regression Coefficients for Enrollment Motivators

Motivators Modality Learning Goals New Career Professional Goals Social Goals Variables Model 1

β (standard

error)

Model 2 β

(standard error)

Model 1 β

(standard error)

Model 2 β

(standard error)

Model 1 β

(standard error)

Model 2 β

(standard error)

Model 1 β

(standard error)

Model 2 β

(standard error)

Model 1 β

(standard error)

Model 2 β

(standard error)

Institutional Type (0=Public; 1 – Private/Non-Profit

.123 (.095)

.133 (.099)

.024 (.086)

.017 (.090)

-.242 (.186)

-.191 (.181)

.086 (.105)

.030 (.105)

.302** (.101)

.279** (.103)

Gender (0=Male; 1=Female)

-.114 (.079)

-.118 (.081)

.029 (.072)

.023 (.074)

-.259 (.154)

-.198 (.148)

.089 (.087)

.126 (.086)

.259** (.084)

.240** (.084)

Ethnicity Non-Hispanic -- -- -- -- -- -- -- -- -- --

Hispanic .009 (.131)

.012 (.134)

.213 (.119)

.208 (.121)

.315 (.257)

.363 (.243)

.132 (.145)

.081 (.142)

.401** (.139)

.400** (.138)

Unknown .260 (.280)

.207 (.293)

.067 (.254)

.116 (.266)

-.151 (.549)

-.189 (.533)

-.390 (.309)

-.348 (.311)

.059 (.297)

.126 (.303)

Race AI/NA/Other -.232

(.281) -.201 (.291)

-.101 (.256)

-.111 (.264)

-.016 (.552)

-.240 (.529)

.484 (.311)

.598 (.309)

.175 (.299)

.048 (.301)

Asian/Native Hawaiian/Other Pacific

Islander

.234 (.238)

.238 (.248)

.106 (.216)

.109 (.225)

1.091* (.466)

.931* (.451)

-.048 (.263)

.084 (.263)

.194 (.252)

.133 (.257)

Black -.361* (.155)

-.340* (.159)

-.066 (.141)

-.078 (.144)

.404 (.304)

.336 (.289)

-.067 (.171)

-.148 (.168)

.320 (.164)

.311 (.164)

White -- -- -- -- -- -- -- -- -- -- Two or more races -.151

(.157) -.148 (.162)

.063 (.142)

.041 (.147)

.120 (.307)

-.173 (.296)

-.064 (.173)

-.066 (.172)

.125 (.166)

.051 (.168)

First Generation Status (0=Yes; 1=No)

-.092 (.072)

-.083 (.075)

.014 (.066)

.005 (.068)

.312 (.141)

.210 (.137)

-.101 (.080)

-.096 (.080)

-.018 (.076)

-.067 (.078)

Studied at a Prior College -- .040 (.190)

-- .006 (.172)

-- -.005 (.345)

-- .113 (.201)

-- -.035 (.196)

120

*p<.05 **p<.01 ***p<.001

Table 4.3 Continued (0=Yes; 1=No)

Prior Study in Discipline (0=Yes; 1=No)

-- -.008 (.077)

-- -.048 (.070)

-- .380** (.140)

-- -.141 (.082)

-- -.064 (.080)

Pell Grant Eligible Yes -- -- -- -- -- -- -- -- -- -- No -- .048

(.081) -- -.072

(.074) -- -.090

(.147) -- -.015

(.086) -- -.227**

(.084) Unknown -- -.047

(.145) -- -.077

(.131) -- -.071

(.263) -- .181

(.153) -- -.049

(.150) Employment Status

Unemployed, Not Looking for Work

-- -.017 (.165)

-- -.001 (.150)

-- .397 (.300)

-- -.672*** (.175)

-- .044 (.171)

Unemployed, Looking for Work

-- -.016 (.169)

-- -.015 (.153)

-- .495 (.307)

-- -.396** (.179)

-- -.215 (.175)

Part time -- .161 (.147)

-- .017 (.133)

-- .225 (.267)

-- -.265 (.156)

-- .096 (.152)

Full time -- -- -- -- -- -- -- -- -- -- Unknown -- -.001

(.123) -.006

(.112) -- .057

(.224) -- -.320*

(.131) -- .069

(.127) Years Professional Experience (1=10-20 Years; 2 = 11-20 Years; 3 = 21-30 Years; 4 = 31-43 Years)

-- .026 (.049)

-- -.048 (.044)

-- -.451*** (.089)

-- .006 (.052)

-- -.107* (.050)

Intercept 4.205 (.109)

4.130 (.154)

4.342 (.099)

4.487 (.140)

3.370 (.215)

3.871 (.280)

4.273 (.121)

4.439 (.163)

3.656 (.116)

4.006 (.159)

R2 .037 .044 .014 .023 .051 .188 .026 .109 .089 .139 R2 adjusted .011 -.009 -.013 -.030 .026 .143 .000 .060 .065 .091 F test 1.421 .829 .517 .436 2.025 4.201 1.001 2.214 3.658 2.927

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Learner Satisfaction with Decision to Enroll

Research question three investigates learners’ satisfaction with their decision to

enroll in a competency-based education program. The first level of measurement of the

learners’ satisfaction with their decision to enroll were descriptive statistics outlined in

Table 4.4. The level of satisfaction was measured on a 5-point Likert scale, with 5 being

“extremely satisfied” and 1 being “not at all satisfied.” Overall, these 346 learners are

very satisfied with their decision to enroll in a competency-based education program.

As these results show, the most often chosen response, or mode, was 5.0 (N= 161) –

extremely satisfied, with a mean 4.35, or very satisfied. Additional support for the

positive outlook on learner satisfaction with their decision to enroll, the next largest

group is very satisfied (N=127), for an overall 88.1% who are very satisfied. The range

(2-5) is also an interesting statistic to consider as no learners chose 1, or “not at all

satisfied.”

Table 4.4: Satisfaction with Decision to Enroll by Learners’ Characteristics

Learners’ Characteristics Mean of Satisfaction SD Range Dependent Variable

Satisfaction with Decision to Enroll 4.35 .72 2-5 Independent Variables

Institutional Type Public 4.33 .73 3-5 Private/Non-Profit 4.35 .72 2-5

Gender Female 4.37 .70 2-5 Males 4.29 .75 2-5

Ethnicity Hispanic 4.25 0.73 2-5

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Table 4.4 Continued Non-Hispanic 4.37 0.70 2-5

Unknown 3.67 1.21 2-5 Race

AI/ AN/Other 3.83 1.33 2-5 Asian/Native Hawaiian/ Other Pacific Islander 4.13 0.64 3-5 Black 4.30 0.90 2-5 White 4.37 0.69 2-5 Two or more races 4.32 0.73 3-5

Institution Location Same as Residence Yes 4.34 0.77 2-5 No 4.35 0.69 2-5

First Generation Status Yes 4.34 0.73 2-5 No 4.35 0.70 2-5

Studied at a Prior College Yes 4.35 0.72 2-5 No 4.29 0.70 3-5

Prior Study in Discipline Yes 4.36 0.69 2-5 No 4.33 0.76 2-5

Marital Status Single 4.25 0.78 2-5 Married 4.38 0.69 2-5 Separated/Divorced/ Widowed 4.36 0.74 2-5

Pell Grant Eligible Yes 4.36 0.73 2-5 No 4.33 0.70 2-5 Unknown 4.41 0.73 3-5 Employment Status

Unemployed, not looking for work 4.57 0.59 3-5 Unemployed, looking for work 4.22 0.94 3-5 Part time 4.33 0.75 2-5 Full time 4.35 0.70 2-5 Unknown 4.33 0.78 2-5

Age 18–24 years 4.36 0.86 2-5 25-29 years 4.25 0.58 3-5 30-34 years 4.46 0.59 3-5

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Table 4.4 Continued 35-39 years 4.46 0.65 3-5 40-49 years 4.23 0.82 2-5 50 Years or Older 4.41 0.66 2-5

Paid Work Hours 0-20 Hours 4.43 0.77 2-5 21-30 Hours 4.33 0.89 2-5 31-40 Hours 4.27 0.70 2-5 41-50 Hours 4.52 0.69 3-5 51-168 Hours 4.32 0.68 3-5

Professional Experience (in Years) 0-10 Years 4.35 0.69 2-5 11-20 Years 4.33 0.81 2-5 20.72-30 Years 4.40 0.72 2-5 31-43 Years 4.39 0.65 3-5

To extend this line of inquiry, I utilized two models to drive the multiple

regression analysis to investigate if learners’ characteristics contribute to learners’

satisfaction with their decision to enroll in competency-based education. A full

explanation of these two models can be found in chapter 3. Model 1 looked only at the

inherent characteristics of the learners (first generation status; controls: institution

type, gender, ethnicity, race). The results of the regression for model 1 were not

significant (R2= .031, F(9, 336)= 1.177, p=.309). However, the results indicate that those

with unknown ethnicity were less likely to be satisfied with their decision to enroll than

Non-Hispanics (β=-.664, p=.028). Model 2 looked at the inherent characteristics plus

work-life characteristics of learners (Other College, Prior Study, Years of Professional

Experience, Pell Grant eligibility, Employment Type). The results of the regression for

model 2 were not significant (R2= .041, F(18, 327)= .783, p=.721). However, the results

124

indicate that those with unknown ethnicity were less likely to be satisfied with their

decision to enroll than Non-Hispanics (β=-.684, p=.030).

An accounting of the regression coefficients (β and standard error) for all

regression models can be found in Table 4.5.

Table 4.5: Multiple Linear Regression Coefficients for Learners’ Satisfaction with Decision to Enroll

Learners’ Satisfaction with Decision to Enroll Variables Model 1

β (standard error)

Model 2 β

(standard error) Institutional Type (0=Public; 1 – Private/Non-Profit

.003 (.102)

.018 (.107)

Gender (0=Male; 1=Female)

.093 (.085)

.077 (.087)

Ethnicity Non-Hispanic -- --

Hispanic -.095 (.141)

-.069 (.144)

Unknown -.664* (.301)

-.684* (.314)

Race AI/NA/Other -.389

(.303) -.489 (.312)

Asian/Native Hawaiian/Other Pacific

Islander

-.255 (.256)

-.340 (.266)

Black -.062 (.167)

-.033 (.170)

White -- -- Two or more races -.030

(.169) -.030 (.175)

First Generation Status (0=Yes; 1=No)

.023 (.076)

.003 (.081)

125

Table 4.5 Continued Studied at a Prior College (0=Yes; 1=No)

-- -.020 (.204)

Prior Study in Discipline (0=Yes; 1=No)

-- .018 (.083)

Pell Grant Eligible

Yes -- -- No -- -.022

(.087) Unknown -- .121

(.155) Employment Status Unemployed, Not Looking

for Work -- .239

(.177) Unemployed, Looking for

Work -- -.122

(.181) Part time -- .059

(.157) Full time -- --

Unknown -- .029 (.132)

Years Professional Experience (1=10-20 Years; 2 = 11-20 Years; 3 = 21-30 Years; 4 = 31-43 Years)

-- .024 (.052)

Intercept 4.308 (.118)

4.259 (.165)

R2 .031 .041 R2 adjusted .005 -.011 F test 1.177 .783

*p<.05 **p<.01 ***p<.001

Enrollment Motivators and Predicting Learner Satisfaction

Research question four examines whether enrollment motivators predict

learners’ satisfaction with their decision to enroll in a competency-based education

126

program. These analyses utilized three regression models which were each applied to

the enrollment motivators to investigate the effect of each enrollment motivator on

learners’ satisfaction individually. Additionally, all significant enrollment motivators

were run through the three models together. A full explanation of the models can be

found in chapter 3.

Modality. The results of the regression for model 1 indicated one predictor

explained 4.4% of the variance (R2= .044, F(1, 344)= 15.985, p=.000). It was found that

the modality enrollment motivator significantly predicted, with a positive effect,

learners’ satisfaction with their decision to enroll (β=.226, p=.000). The results of the

regression for model 2 indicated two predictors explained 8.0% of the variance (R2=

.080, F(10, 335)= 2.899, p=.002). The results point to modality (β=.242, p=.000) having a

positive effect while those whose ethnicity in unknown maintain a negative effect as

compared with Non-Hispanics (β=-.728, p=.014) on learners’ satisfaction. The results of

the regression for model 3 indicated two predictors explained 9.1% of the variance (R2=

.091, F(19, 326)= 1.722, p=.031). The results point to modality (β=.245, p=.000) having a

positive effect while those whose ethnicity in unknown maintains a negative effect as

compared with Non-Hispanics (β=-.735, p=.017) on learners’ satisfaction.

Learning Goals. The results of the regression for model 1 indicated one predictor

explained 7.3% of the variance (R2= .073, F(1, 344)= 26.962, p=.000). It was found that

the learning goals enrollment motivator significantly predicted, with a positive effect,

127

learners’ satisfaction with their decision to enroll (β=.322, p=.000). The results of the

regression for model 2 indicated two predictors explained 10.6% of the variance (R2=

.106, F(10, 335)= 3.985, p=.000). The results point to learning goals (β=.242, p=.000)

having a positive effect while those whose ethnicity is unknown maintain a negative

effect as compared with Non-Hispanics (β=-.667, p=.018) on learners’ satisfaction. The

results of the regression for model 3 indicated two predictors explained 11.8% of the

variance (R2= .118, F(19, 326)= 2.302, p=.002). The results point to learning goals

(β=.336, p=.000) having a positive effect while those whose ethnicity is unknown

maintains a negative effect as compared with Non-Hispanics (β=-.723, p=.017) on

learners’ satisfaction.

New Career. The results of the regression for model 1 were not significant (R2=

.009, F(1, 344)= .027, p=.870). The results of the regression for model 2 were also not

significant (R2= .031, F(10, 335)= 1.074, p=.381). However, results indicate a significant,

negative effect of unknown ethnicity (β=-.099, p=.029) on learners’ satisfaction when

compared to Non-Hispanics. The results of the regression for model 3 were again not

significant (R2= .042, F(19, 326)= .751, p=.764). However, results indicate a significant,

negative effect of unknown ethnicity (β=-.681, p=.031) on learners’ satisfaction when

compared to Non-Hispanics.

Professional Goals. The results of the regression for model 1 were not significant

(R2= .004, F(1, 344)= 1.218, p=.271). The results of the regression for model 2 were also

128

not significant (R2= .034, F(10, 335)= 1.176, p=.306). However, results indicate a

significant, negative effect of unknown ethnicity (β=-.642, p=.034) on learners’

satisfaction when compared to Non-Hispanics. The results of the regression for model 3

were again not significant (R2= .044, F(19, 326)= .829, p=.672). However, results indicate

a significant, negative effect of unknown ethnicity (β=-.659, p=.037) on learners’

satisfaction when compared to Non-Hispanics.

Social Goals. The results of the regression for model 1 indicated one predictor

explained 2.7% of the variance (R2= .027, F(1, 344)= 9.664, p=.002). It was found that

the social goals enrollment motivator significantly predicted, with a positive effect,

learners’ satisfaction with their decision to enroll (β=.163, p=.002). The results of the

regression for model 2 indicated two predictors explained 6.2% of the variance (R2=

.062, F(10, 335)= 2.221, p=.016). The results point to social goals (β=.183, p=.001)

having a positive effect while those whose ethnicity in unknown maintain a negative

effect as compared with Non-Hispanics (β=-.675, p=.024) on learners’ satisfaction. The

results of the regression for model 3 were not significant (R2= .072, F(19, 326)= 1.340,

p=.156). However, the results point to social goals (β=.187, p=.001) having a positive

effect while those whose ethnicity is unknown maintains a negative effect as compared

with Non-Hispanics (β=-.708, p=.023) on learners’ satisfaction.

Significant Enrollment Motivators – Modality, Learning Goals, and Social Goals.

The final set of models looked at all significant enrollment motivators (Modality,

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Learning Goals, Social Goals) and learners’ characteristics to see if they predicted

learners’ satisfaction with their decision to enroll. The results of the regression for

model 1 indicated two predictors explained 10.8% of the variance (R2= .108, F(3, 342)=

13.831, p=.000). It was found that the learning goals enrollment motivator (β=.273,

p=.000) and the modality enrollment motivator (β=.201, p=.000) significantly predicted,

with a positive effect, learners’ satisfaction with their decision to enroll. The results of

the regression for model 2 indicated three predictors explained 14.6% of the variance

(R2= .146, F(12, 333)= 4.751, p=.000). The results point to the learning goals (β=.276,

p=.000) and modality (β=.216, p=.000) enrollment motivators having a positive effect

while those whose ethnicity is unknown maintain a negative effect as compared with

Non-Hispanics (β=-.742, p=.010) on learners’ satisfaction. The results of the regression

for model 3 indicated three predictors explained 15.8% of the variance (R2= .158, F(21,

324)= 2.897, p=.000). The results point to the learning goals (β=.283, p=.000) and

modality (β=.217, p=.000) enrollment motivators having a positive effect while those

whose ethnicity is unknown maintain a negative effect as compared with Non-Hispanics

(β=-.768, p=.010) on learners’ satisfaction.

An accounting of the regression coefficients (β and standard error) for all

regression models can be found in Table 4.6.

130

Table 4.6: Multiple Linear Regression Coefficients for Learners’ Satisfaction with Decision to Enroll by Enrollment Motivators

Satisfaction Variables Model 1

β (standard

error)

Model 2 β

(standard error)

Model 3 β

(standard error)

Model 1 β

(standard error)

Model 2 β

(standard error)

Model 3 β

(standard error)

Model 1 β

(standard error)

Model 2 β

(standard error)

Model 3 β

(standard error)

Enrollment Motivator

Modality .226*** (.057)

.242*** (.057)

.245*** (.058)

-- -- -- -- -- --

Learning Goals -- -- -- .322 (.062)

.331*** (.062)

.336*** (.063)

-- -- --

New Career -- -- -- -- -- -- .005 (.029)

.013 (.030)

.015 (.033)

Institutional Type (0=Public; 1 – Private/Non-Profit

-- -.027 (.100)

-.015 (.104)

-- -.005 (.098)

.012 (.102)

-- .006 (.103)

.021 (.107)

Gender (0=Male; 1=Female)

-- .120 (.083)

.106 (.085)

-- .083 (.082)

.069 (.084)

-- .096 (.085)

.080 (.088)

Ethnicity Non-Hispanic -- -- -- -- -- -- -- -- --

Hispanic -- -.097 (.138)

-.072 (.140)

-- -.165 (.136)

-.139 (.139)

-- -.099 (.142)

-.075 (.144)

Unknown -- -.728* (.294)

-.735* (.307)

-- -.687* (.290)

-.723* (.302)

-- -.663* (.302)

-.681* (.315)

Race AI/NA/Other -- -.333

(.296) -.440 (.305)

-- -.356 (.291)

-.452 (.300)

-- -.389 (.303)

-.485 (.313)

Asian/Native Hawaiian/Other Pacific Islander

-- -.311 (.250)

-.398 (.260)

-- -.290 (.246)

-.376 (.256)

-- -.268 (.259)

-.354 (.268)

131

Table 4.6 Continued

Black -- .026 (.164)

.051 (.167)

-- -.040 (.160)

-.007 (.164)

-- -.067 (.167)

-.038 (.171)

White -- -- -- -- -- -- -- -- -- Two or more races -- .007

(.165) .007

(.170) -- -.051

(.162) -.044 (.168)

-- -.032 (.169)

-.027 (.175)

First Generation Status (0=Yes; 1=No)

-- .045 (.076)

.023 (.079)

-- .018 (.075)

.001 (.078)

-- .019 (.078)

.000 (.081)

Studied at a Prior College (0=Yes; 1=No)

-- -- -.030 (.199)

-- -- -.022 (.196)

-- -- -.020 (.204)

Prior Study in Discipline (0=Yes; 1=No)

-- -- .020 (.081)

-- -- .034 (.080)

-- -- .012 (.084)

Pell Grant Eligible Yes -- -- -- -- -- -- -- -- -- No -- -- -.033

(.085) -- -- .002

(.084) -- -- -.020

(.087) Unknown -- -- .133

(.151) -- -- .147

(.149) -- -- .122

(.155) Employment Status

Unemployed, Not Looking for Work

-- -- .243 (.173)

-- -- .239 (.170)

-- -- .233 (.178)

Unemployed, Looking for Work

-- -- -.118 (.177)

-- -- -.118 (.174)

-- -- -.130 (.182)

Part time -- -- .019 (.154)

-- -- .053 (.151)

-- -- .055 (.158)

Full time -- -- -- -- -- -- -- -- --

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Table 4.6 Continued

Unknown -- -- .030 (.129)

-- .031 (.127)

-- .-- .029 (.132)

Years Professional Experience (1=10-20 Years; 2 = 11-20 Years; 3 = 21-30 Years; 4 = 31-43 Years)

-- -- .018 (.051)

-- -- .041 (.050)

-- -- .031 (.054)

Intercept 3.410 (.238)

3.290 (.267)

3.247 (.289)

2.930 (.276)

2.871 (.293)

2.753 (.324)

4.334 (.102)

4.266 (.155)

4.201 (.208)

R2 .044 .080 .091 .073 .106 .118 .000 .031 .042 R2 adjusted .042 .052 .038 .070 .080 .067 -.003 .002 -.014 F test 15.985*** 2.899** 1.722* 26.942*** 3.985*** 2.302** .027 1.074 .751

*p<.05 **p<.01 ***p<.001

Satisfaction Variables Model 1

β (standard

error)

Model 1 β

(standard error)

Model 2 β

(standard error)

Model 3 β

(standard error)

Model 2 β

(standard error)

Model 3 β

(standard error)

Model 1 β

(standard error)

Model 2 β

(standard error)

Model 3 β

(standard error)

Enrollment Motivator

Professional Goals .058 (.053)

-- -- -- .057 (.053)

.072 (.056)

-- -- --

Social Goals -- .163 (.052)**

.183 (.055)***

.187*** (.057)

-- -- .042 (.059)

.050 (.062)

.047 (.064)

Modality -- -- -- -- -- -- .201*** (.055)

.216*** (.056)

.217*** (.056)

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Table 4.6 Continued

Learning Goals -- -- -- -- -- -- .273*** (.072)

.276*** (.072)

.283*** (.073)

Institutional Type (0=Public; 1 – Private/Non-Profit

-- -- -.053 (.102)

-.034 (.106)

-.002 (.102)

.016 (.107)

-- -.046 (.098)

-.029 (.102)

Gender (0=Male; 1=Female)

-- -- .045 (.085)

.032 (.087)

.087 (.085)

.068 (.087)

-- .096 (.082)

.085 (.084)

Ethnicity Non-Hispanic -- -- -- -- -- -- -- -- --

Hispanic -- -- -.168 (.141)

-.144 (.143)

-.102 (.141)

-.075 (.144)

-- -.176 (.135)

-.149 (.137)

Unknown -- -- -.675* (.297)

-.708* (.310)

-.642* (.302)

-.659* (.315)

-- -.742* (.285)

-.768* (.296)

Race AI/NA/Other -- -- -.421

(.299) -.498 (.308)

-.417 (.304)

-.532 (.314)

-- -.320 (.286)

-.416 (.295)

Asian/Native Hawaiian/Other Pacific Islander

-- -- -.290 (.253)

-.366 (.263)

-.252 (.256)

-.346 (.266)

-- -.344 (.242)

-.428 (.251)

Black -- -- -.120 (.165)

-.091 (.169)

-.058 (.167)

-.022 (.170)

-- .018 (.160)

.048 (.163)

White -- -- -- -- -- -- -- -- -- Two or more races -- -- -.053

(.166) -.039 (.172)

-.026 (.169)

-.025 (.174)

-- -.021 (.159)

-.012 (.165)

First Generation Status (0=Yes; 1=No)

-- -- .026 (.076)

.016 (.080)

.029 (.078)

.010 (.081)

-- .040 (.073)

.023 (.077)

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Table 4.6 Continued

Studied at a Prior College (0=Yes; 1=No)

-- -- -- -.014 (.201)

-- -.028 (.204)

-- -- -.029 (.192)

Prior Study in Discipline (0=Yes; 1=No)

-- -- -- .030 (.082)

-- .028 (.083)

-- -- .036 (.078)

Pell Grant Eligible Yes -- -- -- -- -- -- -- -- -- No -- -- -- .021

(.087) -- -.020

(.087) -- -- -.001

(.083) Unknown -- -- -- .130

(.153) -- .108

(.155) -- -- .156

(.146) Employment Status

Unemployed, Not Looking for Work

-- -- -- .230 (.174)

-- .287 (.181)

-- -- .240 (.167)

Unemployed, Looking for Work

-- -- -- -.082 (.179)

-- -.094 (.183)

-- -- -.105 (.171)

Part time -- -- -- .041 (.155)

-- .078 (.158)

-- -- .015 (.149)

Full time -- -- -- -- -- -- -- -- -- Unknown -- -- .016

(.130) -- .052

(.133) -- .028

(.125) Years Professional Experience (1=10-20 Years; 2 = 11-20 Years; 3 = 21-30 Years; 4 = 31-43 Years)

-- -- -- .044 (.052)

-- .024 (.052)

-- -- .037 (.050)

Intercept 4.097 (.232)

3.675 (.220)

3.638 (.231)

3.510 (.279)

4.064 (.256)

3.941 (.298)

2.1343 (.350)

2.017 (.360)

1.908 (.387)

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Table 4.6 Continued R2 .004 .027 .062 .072 .034 .046 .108 .146 .158 R2 adjusted .001 .024 .034 .018 .005 -.009 .100 .115 .104 F test 1.218 9.664** 2.221* 1.340 1.176 .829 13.831*** 4.751*** 2.897***

*p<.05 **p<.01 ***p<.001

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College Choice Process

Research question five seeks to understand the college choice process for those

who chose a competency-based education program. This question was answered

through six open-ended survey questions, designed to explore the stages of the college

choice process including the search process and the decision factors which influenced

learners’ enrollment in a competency-based education program. I coded the learners’

responses manually and then ran word frequency queries utilizing Nvivo, a software

program that analyzes unstructured data, to increase the validity of the results. Owning

to the open-ended nature of these six questions, learners’ responses could appear in

multiple categories, therefore the frequency counts will not add up to the study N (346).

The first open-ended question asked students to explain if there was anything

specific that made them decide they wanted to go to or return to college before they

enrolled in their competency-based education program. The top reason uncovered in

the coding process was career advancement (199), followed by personal goals (77), and

the desire to have a degree (50). A full frequency listing from the manual coding can be

found in Table 4.7.

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Table 4.7: Question one: “Was there anything specific that made you decide you wanted to go to or return to college before you enrolled in your competency-based education program?”

138

Table 4.7 Continued

Triangulation of data through the use of multiple methods of data analysis

increase validity in qualitative research (Golafshani, 2003). To increase validity of these

interpretations of open-ended data, I input all responses into NVivo, a computer-aided

text analysis (CATA) program, and ran a word frequency query utilizing the 100 most

frequent words and synonyms was run to further investigate the themes in the

responses. As Conway (2006) points out CATA programs are “best at simple word count

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and less effective at more nuanced analysis” (p.195). As a straight word frequency,

sentiment is not detected in this analysis, however, as shown in the word cloud (Figure

4.1), common themes from the manual coding also float to the top of the word

frequencies in wanted degree, job, and work.

Figure 4.1: Word Frequency “Was there anything specific that made you decide you wanted to go to or return to college before you enrolled in your competency-based education program?”

The second open-ended question sought to understand where learners began

their search to start or return to college. The overwhelming top starting point revealed

in the content analysis was online/the Internet (166). Additionally, many students also

began their search through word of mouth (71), many citing colleagues as the source

while others started looking at local colleges/universities (67). These results are found

in Table 4.8.

140

Table 4.8: Question two: “Where did you begin your search to start or return to college?”

141

Table 4.8 Continued

To increase validity of the data, all responses were input into NVivo and a word

frequency query utilizing the 100 most frequent words and synonyms was run to further

investigate the themes in the responses. As shown in the word cloud (Figure 4.2),

common themes from the manual coding also appear the top of the word frequencies in

online, internet, college, school, and program. Word of mouth, as reported above, is

not as evident as it was a sentiment and often a combination of words/phrases which

indicated this factor. In the word frequency, friends, coworkers, recommended, and

talking are relatively sized and combined were parts of this factor.

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Figure 4.2: Word Frequency “Where did you begin your search to start or return to college?”

The third open-ended question asked learners to share what type(s) of

information they looked for in their search process. The top information factor cited by

learners in this study was the cost/affordability (192) of the program and college they

were considering. Frequencies from the content analysis can be found in Table 4.9.

143

Table 4.9: Question three: “What type(s) of information did you look for in this process?”

144

Table 4.9 Continued

145

Table 4.9 Continued

Additional analysis utilizing a Nvivo word frequency query with synonyms was

performed to investigate if the word frequencies in learner’s responses to question

three aligned with the coding. While the word frequency (Figure 4.3) clearly puts cost

and program/degree on the top of the list, it is interesting that accreditation also makes

a larger appearance in the word cloud. This could be an indication that words and

phrases which were combined in their sentiment, therefore I coded into one category,

appear separately in the frequency account. Overall the frequency analysis supports the

coding.

Figure 4.3: Word Frequency “What type(s) of information did you look for in this process?”

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The fourth open-ended question asked learners to report who, if anyone, was

involved in this search process with them. Overwhelmingly, learners reported that no

one (188) was involved in the search process with them. Of those who did seek the

support of others in the search process, spouses/significant others (73), friends (30), and

co-worker/supervisor (31) were the most frequently cited confidantes. Parents were

rarely consulted in this process, as would be expected with learners who are on average

just over 38 years old. These data are outlined in Table 4.10.

Table 4.10: Question four: “Who, if anyone, was involved in this search process with you?”

Theme Categories Quote of Support Frequency N Independent Research

No One “I did this independently.”

188

Family Spouse/Significant Other

“My husband was involved in this search process with me.”

73

Parents “My parents were extremely influential and supportive of my returning to school.”

9

Sibling “Sister.” 3 Child “My daughter.” 3 Family “My entire family

helped.” 7

Friends/Colleagues Friend “A very dear friend and mentor.”

30

Co-Worker/Supervisor “One of my supervisors suggested it.”

31

Prior Students “My cousin who graduated from [institution] as well.”

5

147

Table 4.10 Continued Formal Resources Veterans/Enlisted

Resources “VA vocational rehab counselor, wife, FL career center veteran representative.”

1

Union “SEIU my union, I used the Tuition Assistance Fund. $5250.00 is available for each school year.”

1

Retraining/Career Center

“The state agency that approved my training suggested colleges in the area and [institution] – which I would not have considered otherwise.”

2

School/University Staff “Just enrollment counselors from a couple of schools I was deciding between.”

5

Again, a word frequency query was processed in Nvivo on all responses to

investigate if this analysis supported the content analysis. Upon initial query, I noticed

that only “one” of the phrase “No one” appeared in the word cloud. Upon inspection of

the stop words, this was because “no” was in the default stop words in Nvivo. To

accurately reflect the responses, I customized the query to remove “no” from the stop

word. The results (Figure 4.4) are in support of the manual coding.

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Figure 4.4: Word Frequency “Who, if anyone, was involved in this search process with you?”

The fifth open-ended question inquires of learners why they chose the program

they are currently enrolled in. While the question was aimed at asking about the

program of study, it is unclear if all learners interpreted the question that way or if they

focused more on their enrollment in general. The top cited factor was that the program

was career related (141), which supports the earlier revealed decision factor of career

advancement in the open-ended questions and desiring a new career in the enrollment

motivators. Other key factors in this decision were that the program worked with their

life (flexible/convenient) (125) and was affordable (price/affordability) (120). The most

infrequently cited factor was this pursuit being a life goal for the learner. All of these

can be found in Table 4.11.

149

Table 4.11: Question five: “Please share why you chose the program you are currently enrolled in.”

150

Table 4.11 Continued

151

Table 4.11 Continued

The word frequency processed in Nvivo is not as supportive of the manual

coding for this question (Figure 4.5). However, it is important to remember that Nvivo

word frequency queries simply count words and do not interpret sentiment. Many

respondents answered this question with a large amount of text explaining why they

chose the program they are enrolled in. In the coding I performed, I was able to distill

these longer answers into categories, which appear in Table 4.11.

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Figure 4.5: Word Frequency “Please share why you chose the program you are currently enrolled in.”

In order to investigate what learners found helpful in preparing them for a

competency-based educational experience, the sixth open-ended question asked them

to outline their relevant skills and experiences. The categorized responses can be found

in Table 4.12. In concert with other decision factors, learners felt their career

experiences were helpful in preparing them for learning in a competency-based

modality. Preparation was also cited as stemming from prior learning experiences, and

to a lesser extent disciplinary knowledge. Key skills learners cited were self-motivation

and being an independent learner.

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Table 4.12: Question six: “Which of your skills or experience were most helpful in preparing you for this educational experience? Explain.”

154

Table 4.12 Continued

155

Table 4.12 Continued

156

Table 4.12 Continued

The Nvivo word frequency query for this question (Figure 4.6) reinforces the

work experience coded above as career experience while also highlighting motivation,

and prior education (education/school).

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Figure 4.6: Word Frequency “Which of your skills or experience were most helpful in preparing you for this educational experience? Explain.”

College Choice Process Conclusion

Looking across these various questions a few overarching themes appear

including affordability, flexibility, connection to careers present and future, and personal

attributes which contribute to success. The results of this analysis show affordability as

a concept and in practice is extremely important to learners. Additionally, the concept

of the synergy between learners’ career and their coursework was evident throughout –

with the learning being applied bidirectionally. Finally, personal attributes ranging from

self-motivation and independent learning to a desire to achieve a life goal contribute to

learners’ experience in competency-based education. In chapter five, I’ll explore the

constructs, such as grit, which are fueled by these personal attributes of learners.

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CHAPTER FIVE – CONCLUSIONS

Introduction

The purpose of this study was to investigate the learners’ demographic and

work-life characteristics, college choice process, and these learners’ satisfaction with

their decision to enroll in competency-based education. This study utilized a secondary

analysis of survey data. This chapter will outline the overview of the study, a brief

review of the methodology, discussion of the research results, practical

recommendations from the study, limitations, recommendations for further research

and conclusions.

Overview of the Study

Competency-based education is on the rise as a renewed modality of higher

education. First implemented in the 1970s but built on principles centuries older, the

contemporary implementations of competency-based education take advantage of

technological advances for delivery (Nodine, 2016). As with implementations of the

practice, research regarding competency-based education has also been cyclical, with a

greater focus on design and policy than on learners’ characteristics (Kelly & Columbus,

2016). There is little research on the college choice process of adult or non-traditional

learners, even less so for competency-based education enrollees and much of what has

been published focuses on community colleges (Bergerson, 2009; Broekemier, 2002;

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Kortesoja, 2009; Laanan, 2003; Lansing, 2017; Morrison, 2016; NPEC, 2007; Peek &

Goldstein, 1991; Perna, 2006; Roszawki & Reilly, 2005; Somers, et.al., 2006;

Southerland, 2006). Competency-based education is unique in placing the focus on

mastery of learning rather than the time it takes to develop that mastery (Cuckler, 2016;

Everhart, Bushway, & Schejbal, 2016; Gervais, 2016; Kelchen, 2015, Sebesta, 2016,

Thackaberry, 2016). In relation to college choice, while there have been institutions

offering competency-based education since the 1970s, only in the last five years has it

regained national attention (Fain, 2016; Fain, 2015; Fleming, 2015; Kelchen, 2016;

Mitchell, 2015; Nodine, 2016; Public Agenda, 2015), thus it is a growing field. A full

discussion of the history of competency-based education, including its many definitions,

as well as the construct of college choice can be found in the literature review in

Chapter Two.

Methodology

This study utilized a quantitative analysis of secondary survey data I collected in

2016. The survey consisted of 27 close-ended questions and 6 open-ended questions

regarding a range of topics from learner demographics to work experiences and the

learners’ college search process. The survey was distributed via a Survey Monkey

(www.surveymonkey.com) link to 5,142 learners across four higher education

institutions (three public, one private/non-profit). The survey was distributed to all

learners enrolled in the programs at participating public institutions (1,142) and

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garnered a 5.95% response rate (68 responses). The survey was distributed to a

demographically representative sample of learners at the private/nonprofit institution

(4,000) and garnered an 8.82% response rate (353 responses). The surveys were

distributed between July 2016 – October 2016 due to varying approval times by the

Institutional Research Boards at the participating institutions. A full discussion of the

survey methodology can be found in Chapter 3.

The analyses were run utilizing SPSSTM, NVivo, and human coding. Descriptive

statistics, ordinary least squares regressions, and quantitative content analysis were

conducted to explore the following research questions:

1. What are the characteristics of competency-based education learners?

2. Do characteristics of competency-based education learners predict enrollment

motivators?

3. Do characteristics of competency-based education learners predict satisfaction

with their decision to enroll?

4. Do the enrollment motivators predict competency-based education learners’

satisfaction with their decision to enroll?

5. What is the college choice process for competency-based education learners?

A full discussion of the statistical techniques utilized can be found in chapter 3.

161

Discussion of the Research Results

This section will focus on a discussion of the results of conducted analyses and

how they answer each of the research questions. The discussion will be arranged by

research question, as chapter 4 was, for continuity of format. Relevant literature will be

highlighted as it relates to the analysis of these data.

Research Question #1

What are the characteristics of competency-based education learners?

This research question was explored via descriptive statistics. A full discussion of

the results can be found in chapter 4 however in this section I will highlight a few salient

points. Taking a composite view of these data, the typical competency-based education

learner is a nearly 39-year-old (M=38.78, SD = 10.03), married (66.2%), white (84.4%),

Non-Hispanic (89.6%) female (70.2%) who has been out of high school for just over 20

years (M=20.72, SD=10.25). She lives in a different location than her current institution

(68.5%) and has studied at a prior college (95.7%), including study in her current

discipline (61%). She is slightly less likely to be a first-generation student (51.2%) than

she is to be the first in her family to go to college. She is also more likely to be eligible

for a Pell Grant (48.8%) than not. She is employed full time (71.4%), works an average

of 38 hours a week and has worked for nearly 10 years (M=9.63, SD=9.28) in her field of

study. A visual representation of this composite profile can be found in Figure 5.1.

162

Many of these data are consistent with Clinefelter and Aslanian’s 2017 study of

online college students. They found their students to be a majority white (63%), a

majority female (75%), and enroll full-time in college (64%) while also working full-time

(49%) (Clinefelter & Aslanian, 2017). Additionally, in his 2016 study of enrollment in

competency-based education programs, Kelchen (2016) found that 65% of the

undergraduate students in his nine institutions were white, and 55% were female. This

is comparable to the findings of the current study. The fact that many of the students,

in all of these studies, were female could be indicative of the actual population of

competency-based education enrollees, or it could be that females are more likely to

respond to online surveys as was found by Smith (2008).

Parsons, Mason & Soldner (2016) found that 70% of competency-based

education enrollees in the institutions they studied had prior college experience. The

results of this study indicate an increase in this, which may be due to difference in the

institutions studied or could be due to increased marketing to learners promoting

degree completion for those with some college and no degree.

Additionally, these results indicate that the majority of the learners work full-

time while attending school. Carnevale, Smith, Melton, and Price (2015) note that the

“contemporary “average” student works” (p. 20) and though this was written right as

the economy was making a recovery, the authors do not feel more students working is a

“response to cyclical economic factors” (p.20). Stevens (2014) also found that 81% of

the learners in his study of perceptions, attitudes, and preferences of adult learners

163

report they work 40 hours a week or more. Working while learning signals the flexibility

of competency-based education and the ability to apply their experiential learning to

their academic studies as important. This finding is supported by the internal campus

/academic environment elements outlined in Bergman’s (2012, p.20) model of adult

learner persistence in degree completion programs which include flexible course

options and prior learning assessment. Bergman, Rose, and Shuck (2015) further

support these elements as important to adult learners through an examination of

relevant literature in validating Bergman’s 2012 model. This finding is additionally

reinforced, and discussed further, by learners’ responses in research question five.

Another interesting finding from this analysis is that 8.1% of respondents do not

know if they are eligible for a Pell Grant. A possible explanation for this is that the

complexity of completing the Free Application for Federal Student Aid (FAFSA) has been

shown to prevent learners from applying and even attending college (Dynarski &

Wiederspan, 2012). The process and benefits of Pell Grants and other financial aid are

not well communicated to adult learners according to Bowers and Bergman (2016),

which could also be a contributing factor to those students not knowing and/or applying

for federal financial aid. The data on Pell Grant recipients (48.8%) in this study is slightly

higher than that which Kelchen (2016) reported for several institutions (ranging

between 42-44%) but is not alarmingly higher, especially considering the data he used

were from 2013, therefore collected three years prior to these data.

164

There is one additional interesting finding I would like to highlight – 68.5% of

these learners live in a different location than their institution, likely attributable to the

online nature of these programs. This is contrary to prior research. Burdett (2013) and

Turley (2009) both found that proximity to the institution was a determining factor for

their populations, however, their studies focused on traditional-aged learners.

Furthermore, the prior research (Burdett, 2013 and Turley, 2009) did not account for

distance learning as an opportunity available to students.

Figure 5.1: Composite View of the Competency-based Education Learner

Research Question #2

Do characteristics of competency-based education learners predict enrollment

motivators?

165

A series of multiple linear regression models were estimated to examine the

relationships between learners’ characteristics and work-life experiences on each of five

enrollment motivators. The motivators included modality, learning goals, new career,

professional goals, and social goals. The first model looked only at demographic

characteristics inherent to the student, whereas, the second model added the work-life

characteristics of these learners. For the modality, or learners’ preference to learn

online or face-to-face, enrollment motivator, neither model was significant, indicating

that the learners’ characteristics do not predict this motivator. Learning goals, or a

learners’ desire to become more knowledgeable, was also not significant for either

model, indicating the learners’ characteristics were not predictive.

For the new career motivator which focuses on a learners’ wish to try a new

career, both models were significant. In both models, it was found that those

identifying in the Asian/Native Hawaiian/Other Pacific Islander race category were more

likely to be motivated by new career possibilities than whites. Perhaps more interesting

though are the other variables which influence the new career motivator – prior study in

the discipline and years of professional experience. Those with prior study in the

discipline are more likely to be motivated by a new career. This aligns with Thomas

(2001) who found that reentry college women, those who had not completed their

higher education in the traditional timeframe and are pursuing it later, were motivated

to return by career advancement possibilities. Years of professional experience was

found to have a negative relationship with the new career motivator. I interpret this as

166

the longer the professional experience, the less likely the learner is to be motivated to

enroll in competency-based education by the possibility of trying a new career. This

may be attributable to the ability of learners to apply college-level learning gained

outside the classroom, through work or other experiences, to pursuit of a competency-

based education degree (Tate & Klein-Collins, 2015).

Next, we will explore the professional goals motivator which focuses on one’s

current career and job security. Results indicate that demographic characteristics were

not significant predictors of the professional goals motivator. The results of the second

model, exploring the work-life characteristics was significant. Given the nature of this

motivator, it is unsurprising the unemployed were not as motivated as those employed

full time by professional goals.

The social goals motivator focuses on learners’ inclination to make a difference

in society and set an example by which to encourage their friends and family to pursue

higher education. These results show that women are more likely to be motivated by

social goals, or the desire to be the example, than are men. This desire aligns with the

extant research that shows a mother’s educational attainment is indicative of the

educational success of their children (Atwell et al., 2007; Haleman, 2004; Yakaboski,

2010). As we build outreach regarding competency-based education, it will be

important to highlight the ripple effect a mother’s educational attainment has on their

children, thereby reinforcing their motivation to enroll.

167

Additionally, Hispanics are more likely to be motivated by social goals than their

Non-Hispanic peers. Similarly Vega (2017) found that encouragement from friends and

family was an important factor for Latina/o transfer students. The findings that women

and Hispanics are more motivated by social goals is important for the field as they

indicate a pathway to increase attainment by underrepresented groups – through their

social networks. These learners are motivated to pursue higher education by setting an

example for those in their community, which has the dual effect of keeping these

learners enrolled and encouraging new learners to enroll. Practitioners should take

note of this finding and apply it in crafting programs to nurture those community

connections by providing current learners with the tools to share their

accomplishments.

Research Question #3

Do characteristics of competency-based education learners predict satisfaction

with their decision to enroll?

Descriptive statistics and ordinary least squares regressions were utilized to

investigate this research question. The descriptive statistics show that students are

very satisfied with their decision to enroll in competency-based education. 88.1% of the

respondents stated they are either very or extremely satisfied with their decision to

enroll in competency-based education. This is consistent with the results of Rivers &

Sebesta (2017) who found that 86% of graduates in the Texas Affordable Baccalaureate

(TAB) program at Texas A&M University – Commerce (a competency-based education

168

program) were very satisfied with their educational experience. Rivers & Sebesta’s

(2017) research was conducted with graduates of the program, however, their learners

also made a choice to enroll in the program and were ultimately satisfied with the

experience they chose. Satisfaction with their decision to enroll in competency-based

education is an important indicator of whether a learner will persist or not, which is

important to meeting the national attainment goals put forth by former President

Obama (2009) and educational investors such as Lumina Foundation (2009).

Two models of multiple regression analysis – one which investigated only

demographic characteristics, the other added work-life characteristics as well - were

utilized to investigate if learners’ characteristics contribute to their satisfaction with

their decision to enroll in competency-based education. Neither of the regression

models were significant, indicating that neither learners’ demographic or work-life

characteristics are predictors of their level of satisfaction. This finding could be related

to the fact that all learners were at least slightly satisfied, none of them indicated they

were not satisfied with their decision to enroll in competency-based education. This

finding is important for institutions to consider as they weigh whether or not to offer

programs via competency-based education.

Research Question #4

Do the enrollment motivators predict competency-based education learners’

satisfaction with their decision to enroll?

169

A series of ordinary least squares regression analyses were utilized to investigate

whether enrollment motivators predicted competency-based education learners’

satisfaction with their decision to enroll. Each enrollment motivator was investigated

individually, and then significant enrollment motivators were explored together. The

results indicate that the modality, learning goals, and social goals enrollment motivators

significantly, positively contribute to learners’ satisfaction with their decision to enroll in

competency-based education. This is interesting in contrast with findings that will be

discussed as part of research question five, where learners’ most cited reason for

returning to college as career advancement. Learners’ in Stevens (2014) study also

reported that “career advancement, promotion, and employability for school” (p.71)

were factors influencing their decision to attend higher education. Understanding the

enrollment motivators which significantly contribute to learners’ satisfaction with their

decision to enroll is important for competency-based education practice because

attracting learners with the correct motivators could contribute to satisfaction which

could lead to persistence to a degree.

Also intriguing in these analyses are the consistent appearance of unknown

ethnicity having a negative effect on learners’ satisfaction with their decision to enroll

when compared to Non-Hispanics. This could be due to the low response number in

this cell or it could have broader implications on learners’ satisfaction.

In the analyses which combined the three significant enrollment motivators to

determine their effect on learners’ satisfaction, only two of the motivators maintained

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their significant effect on learners’ satisfaction – modality and learning goals. The social

goals motivator’s ability to predict learners’ satisfaction became nonsignificant in the

fully specified model. The relevance of the learning goals motivator aligns with Jaggars

(2014) who found that community college students took online courses because they

felt they learned better online. For competency-based educators it’s important to

apply these findings to keep learners’ desire to be more educated at the center of

teaching in this modality. Additionally, modality may maintain its significance as a

predictor of satisfaction because the flexibility of the modality is perceived as a benefit

as it is in online learning according to Lei & Gupta (2010). The results of these analyses

have implications for practice which will be discussed later in this chapter. A visual

representation of the significant contributors to learners’ satisfaction with their decision

to enroll can be found in Figure 5.2.

Figure 5.2 Significant Contributors to Learners’ Satisfaction with Their Decision to Enroll

in Competency-based Education

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Research Question #5

What is the college choice process for competency-based education learners?

This question was investigated utilizing a quantitative content analysis which employed

human coding as well as computer-aided text analysis (CATA) to examine learners’

responses to six open-ended survey questions. As a methodological reminder,

responses to these questions could be coded in multiple categories. Some learners

gave very detailed responses that encompassed multiple categories. This section will be

arranged by question for cohesion with the prior formatting.

Survey Question 1: “Was there anything specific that made you decide you

wanted to go to or return to college before you enrolled in your competency-based

education program?”

The top reason uncovered in the coding process was career advancement,

followed by personal goals, and the desire to have a degree. In contrast to the

literature, which focuses on traditional aged college student choice processes such as

Hossler & Gallagher (1987), predisposition or personal background were mentioned

infrequently as a reason that made these learners decide to attend college. In the

present study both the quantitative and the qualitative data point to career

advancement as a reason learners’ chose to enroll in competency-based education. A

2016 report from the PAR Framework, a division of Hobsons, supports career

advancement as an enrollment factor for post-traditional learners (Watt & Wagner,

2016). Additionally, Merriam et al. (2007) found that when asked to indicate the main

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reason for participating in adult education, learners “most commonly cite job-related

motives” (p. 62).

Survey Question 2: “Where did you begin your search to start or return to

college?”

The overwhelming top starting point revealed in the content analysis was

online/the Internet (166). This finding is unsurprising given that these programs all

operate online. This finding is supported by research from the Pew Research Center

which shows that 88% of adults in the U.S. utilize the internet (Pew Research Center,

2016). Prior research on web utilization and college selection (Burdett, 2013;

Christiansen, et al, 2003) also supports this study’s finding that many students utilize the

internet/web-based resources to gain a better understanding of the institution they are

considering.

Many students (71) began their search through word of mouth, many citing

colleagues as the source while others started looking at local colleges/universities (67).

Beginning a search locally is supported by the work of Clinefelter and Aslanian (2017)

who report that 72% of their participants live within 100 miles of a campus center for

the institution they attend. Though students reported starting their search at a local

college/university, this study also shows that 68.5% of respondents do not live in the

same location as their institution. The present study did not inquire if that was more or

less than 100 miles away – which could be an interesting question for further research.

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Survey Question 3: “What type(s) of information did you look for in this

process?”

192 participants in this survey declared cost/affordability of the program was

what they looked for in their process. This is consistent with Clinefelter and Aslanian

(2017), who showed that 61% of their respondents ranked tuition/fee information in

their top three decision factors. Bergerson (2009) also indicated that learners’ college

decisions are shaped by the cost and return on investment they perceive in pursuing

college. Merriam et al. (2007) share “the two most often cited reasons for

nonparticipation are lack of time and lack of money” (p.65). These authors also note

these responses are seen as “socially acceptable reasons for not doing something”

(Merriam et al., 2007, p. 65).

True to research performed by Noel-Levitz and Council for Adult & Experiential

Learning (CAEL) (2011) and Ruffalo Noel Levitz (2016), 108 of the learners in the current

study (N=97) cited availability of the program of study in which they were interested as

an important factor, alongside the flexibility of the program. This desire to have a

flexible program could be related to positive effect of the modality motivator on

learners’ satisfaction with their decision to enroll. The flexibility they realize after

enrolling could signal alignment with their motivator and result in satisfaction with their

decision to enroll. Additionally, these learners sought out information on the time it will

take them to complete the degree. All these findings are supported by Kasworm (2003)

who found that adult undergraduates enroll in “a college that is readily accessible,

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relevant to current life needs, cost-effective, flexible in course scheduling, and

supportive of adult lifestyle commitments” (p.7). In a finding that will be much to the

chagrin of U.S. News & World Report, few of these learners (N=5) cited consulting

rankings in their information gathering phase.

Survey Question 4: “Who, if anyone, was involved in this search process with

you?”

Participants in this research were overwhelmingly independent in their college

search process. 188 learners reported that no one helped them in their search process.

Those who did seek support in their college choice process most often sought the

guidance of their spouse/significant. Other confidantes noted in the responses are

friends and co-worker/supervisor. The average age of these students is over 38 years

old, therefore it is not surprising that only low numbers (N=9) reported seeking out the

help of a parent.

Survey Question 5: “Please share why you chose the program you are currently

enrolled in.”

This question was intended to garner responses about the academic program

the learners chose, however the learners’ responses indicate a different interpretation

of the question. The top cited reason for enrolling is career related (N=141). This result

could be aligned to the program of study but there is no direct evidence of this. Many

learners (N=120) reported price/affordability as their reason for enrolling, which also

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seems to depart from the intention of the question. Another large group of learners

(N=125) reported their reason for choosing their program was because it works with

their life – it’s flexible and convenient which is consistent with findings in the extant

research (Porter & Reilly, 2014; Rivers & Sebesta, 2016).

Survey Question 6: “Which of your skills or experience were most helpful in

preparing you for this educational experience? Explain.”

A large proportion of respondents (N=133) shared career experiences, and the

knowledge, skills, and abilities built through those experiences are what prepared them

best for a competency-based education program. This is consistent with Tate and Klein-

Collins (2015) who shared that learners may be attracted to competency-based

education program because of the ability to apply their experiential learning for college

credit.

An additional theme of responses from these learners fall under grit –

encompassing the categories of perseverance, focus, life experiences, self-motivation,

and independence of learning. Duckworth, Peterson, Matthews, & Kelly define grit as

“perseverance and passion for long-term goals” (2007, p. 1087). A smaller number of

respondents reported a key trait in their enrollment decision is perseverance (9)

however, it would be quite difficult to imagine grit without self-motivation (52) the

highest category in this theme. Silver-Pacuill & Reder (2008) in their investigation of

skills required for independent online learning note that self-directed skills are not only

valuable for online learners but can promote success in these types of programs as well.

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Since learners report self-motivation as an important skill in supporting their

participation in competency-based education, and the programs are independent,

online learning, it could be a signal for potential success in the program.

A Look at Themes from the Survey Questions. Cited in several of the responses

to open-ended questions, affordability is a key issue for these competency-based

education learners. It is also an issue higher education has actively been addressing

since at least the Spellings Commission on the Future of Higher Education report was

published in 2006 (U.S. Department of Education). Unfortunately, a decade later,

Soares, Steele, Wayt (2016) point out our continued struggle with affordability. They

define the root of the problem as “the absence of a convention, a widely accepted

algorithm, for constructing a metric that adequately reflects the concept” (p. 58, Soares

et al., 2016). From the present study, we can glean that keeping competency-based

education affordable makes it a viable opportunity for these adult learners. Thinking

back to Susan, whose story opened this paper, affordability was certainly a factor in her

choice to pursue higher education.

Another persistent theme relates to careers – both the pursuit of new or

improved careers through education or the ability of experience to support learning. In

the post-traditional world, students are less likely to take a straight path through

postsecondary education (McCormick, 2003). As these learners move in and out of

work and learning, the ability of institutions to review experiential learning, accept

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transfer credit, and accommodate the ever-changing needs of the learners will be

crucial to their long-term success.

Recommendations from Study

This section will outline the recommendations stemming from the results of this

study and a review of the extant literature. Perhaps the most important take away

from this study is recognition that each learner’s path to competency-based education is

their own – they have different reasons for choosing this style of learning and the

specific program they are enrolled in. This aligns with a statement from Burdett (2013)

which states, “The college choice process is multi-faceted and unique to each person so

understanding how individuals make that choice is complicated” (p.36). For

practitioners I would recommend embracing the individuality of college choice process

and providing multiple entry points for learners to engage with competency-based

education. Personalization and flexibility is baked into the core of competency-based

education curriculum, technology, and student support. Adding the opportunity for

students to begin that mindset during their choice process will build the culture and

help learners see their own potential for success in competency-based education.

The findings demonstrate the learning goals and modality motivators are

predictive of learners’ satisfaction with their decision to enroll. Practitioners can use

this knowledge to reconsider the messaging they build around competency-based

education to put greater emphasis on this learning pathway as one that builds

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knowledge – not just one which recognizes prior learning or is wholly vocationally

focused. As a community supporting competency-based education, we need to put

students desire to become a more knowledgeable person both in general and in their

discipline, at the center of our practice and promotion. As Jirgensons (2015) previously

expressed:

Criticism has been made of direct assessment that it is too business orientated. Its focus is on vocational skills, rather than on higher level cognitive skills that encourage creativity and innovation. While it makes sense to prepare students for the job market and for universities to form collaborative relationships with employers, students require more than just skills, they need to be flexible and creative to manage and stay on top of a dynamically changing society. We cannot foresee future job requirements, but we can help students to deal with change. (p. 145)

In the present study, learners’ responses regarding the importance of the new

career motivator are contradictory. In the descriptive statistics on enrollment

motivators, new career has the lowest mean score (M=3.23, SD=1.32) of all of the

motivators. There was also no statistical significance for the new career motivator

being predictive of a learners’ satisfaction with their decision to enroll. However, on

the open-ended responses it was the number one reason cited for their decision to start

or return to college in a competency-based education program. What this indicates for

practitioners is that the current developed messages which focus around competency-

based education being a tool to new career development are resonating with learners

and should not be jettisoned, but perhaps enhanced. Enhanced messages would blend

the importance of building a broad knowledgebase to level up or rise to a new level in

one’s career or to contribute to society in a new way. This is in accord with my prior

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research on this data (Morrison, 2017) which recommended that practitioners include

allusions to the quality and rigor of the learning in addition to the potential for career

enhancement.

Another key element influencing these learners’ college choice process was the

affordability of the programs they enrolled in. Those costs are reflective not only of the

direct costs for tuition, fees and books, but also the opportunity costs which occur when

a learner pursues higher education. Liberal transfer policies which allow learners to

apply their earned credit and prior learning assessment toward their competency-based

education programs will help learners achieve completion in a timelier manner.

However, to make this happen practitioners need the sensible policy reform which

allows learners to mix enrollment types and be eligible for federal financial aid. It is my

recommendation that provisions for competency-based education operation, in all its

various formats, be considered in the next reauthorization of the Higher Education Act

of 1965.

Finally, it is important for practitioners to recognize competency-based

education learners are a diverse population – though on average these leaners were

nearly 39 years old, the range was from 18 – 70. They do not all fit into the bucket of

‘adult learners.’ The programs appeal to both those coming out of high school and those

with 20 or more years of experience in their profession. Making blanket statements

about these learners, and forming policies based on generalities which affect their

ability to access this modality of learning is harmful to the learner and to our

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institutions. In order to promote a deeper understanding of the learner characteristics

of competency-based education learners, it is my recommendation that the National

Center for Education Statistics (NCES) update its data collection to allow institutions to

indicate which of their students are pursuing their degrees through competency-based

education as they did for online education within the last decade. This will not only

facilitate better practice, it will facilitate better research.

Limitations

There are several limitations to this study I will address in this section. First, as

mentioned in chapter one, this research is limited by being a secondary data analysis,

which negated the ability to change any of the survey methodology, recruitment of

participants or the survey instrument. Further, while participation of four institutions

produced compelling results, they are not generalizable to the entire ecosystem of

competency-based education.

The results of the survey may also have been influenced by individual

respondents’ interpretations of what the question was asking. For instance, the open-

ended question intended to understand the program of study, based on its responses,

may have been interpreted as the overarching program not their specific disciplinary

study. Additionally, there was a question contained in the survey which stated, “I prefer

student-instructor interaction.” The analysis of these data showed this item to be

nearly evenly bimodal for strongly disagree and strongly agree which indicated learners

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had two distinct interpretations of what this was intended to measure. These responses

were excluded from further analysis.

Further, it is plausible that the learners at these four institutions were influenced

by the media climate regarding competency-based education. At the time the survey

was distributed there were messages in the popular media of positive reinforcement

that competency-based education is a wave of the future. Additionally, in prior

research (Morrison, 2016) through a content analysis of marketing materials and

promotional videos, I found the themes promoted were reflective of the learners in that

study. It is conceivable that though only a small number cite advertising/marketing in

their open-ended responses, these learners were influenced by the marketing messages

of the institutions they enrolled in, both prior to enrolling and as matriculated students.

Recommendations for Further Research

The first recommendation for further research relates to the earlier mentioned

recommendation that the National Center for Education Statistics (NCES) add

functionality to the Integrated Postsecondary Education Data System (IPEDS) that would

allow for institutions to track their competency-based education learners separately, as

they do their online learners. Once this data is collected, I would recommend there be

annual evaluations of demographics, enrollments patterns and degree completions akin

to the work that the Online Learning Consortium, WCET, and Babson Research Group

have done previously.

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Additionally, future research should extend the application of the enrollment

motivation survey to a greater number of competency-based education enrollees to

strengthen the model. Developed at the University of Wisconsin – Milwaukee National

Research Center for Distance Education and Technological Advancements (DETA), this

research is the first to validate it through student surveys and analysis.

Finally, to more fully understand competency-based education learners, their

motivations for going or returning to college in this format, and how they made their

college choice, deeper qualitative research is warranted. Understanding the stories,

the use cases and purpose learners possess supports better curricular design, better

policy implementation and helps us, as practitioners, remember that our students have

lives outside our virtual classrooms – they have stories. Quantitative data regarding that

which can be captured in 0s and 1s draws the outlines, but qualitative data adds the

color. As Lewis (2011) stated, “Story is central to human understanding—it makes life

livable, because without a story, there is no identity, no self, no other” (p. 505).

Conclusions

Results from this study show that competency-based education learners choose

to enroll in this type of program for a variety of reasons, including a strong proclivity to

launching new careers and a desire to find an affordable program. They are motivated

to enroll by learning goals, or their desire to become more knowledgeable both in

general and in their specific area of study, as well as professional goals which focus on

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advancing learners’ current career, being more marketable to future employers, and

increasing their job security. However, only the learning goals and modality (preference

to learn online or face-to-face) enrollment motivators influence learners’ satisfaction

with their decision to enroll.

This study adds to the growing literature regarding competency-based

education, the learners who chose this method of learning, as well as the literature

around college choice processes for students who fall outside of the traditional-aged

student parameters. As an advocate of the power of story, I will conclude this

manuscript with a quote from a participant as s/he explains why s/he chose

competency-based education:

“It was like a glove that fit my hand perfectly. I was able to go to school to get my degree on a time schedule that worked for me. I could spend as few hours a day, or as many as I was able. When things such as my father dying happened, I was able to take a break for a week or two without consequences to my schooling. But even more important, I was able to use the knowledge I had gained in the 20 years I worked in Special Ed to help push some of the classes through faster. I didn't have to spend a few months learning about a subject I already knew well. I could spend 6 weeks on a difficult class, or 2 days on one I knew the information about already, and pass the class quickly. I didn't need the college experience at my age, I needed the education and the degree. I am a self starter, self motivated, and determined. A perfect fit.”

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APPENDICES

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APPENDIX A

EMAIL REQUEST TO LEARNER PARTICIPANTS

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APPENDIX A:

Subject Line: What Motivated You to Enroll in <Competency-based Education Institution>? Hello! My name is Cali and I’m working on an education doctorate. I’m really interested in how learners choose their college program, specifically competency-based ones like you’re enrolled in at <Competency-based Education Institution>. I’m writing today to ask you to take a survey about what motivated you to enroll at <Competency-based Education Institution> and how you searched for and ultimately chose that program. To be upfront, I think it will take you about 30 minutes to complete the survey, and due to restrictions of being a graduate student and a small grant I have, I am not able to offer financial incentive for participating in the survey. But, as I did many times as both an undergraduate and graduate student, I considered the time it took me to complete surveys both a form of ‘pay-it-forward’ knowing that I would possibly need people to participate for me later and a time to reflect on my own journey related to the survey questions. If you choose to participate, you will be asked to digitally sign an informed consent, which outlines all of the research procedures, before you can answer any survey questions. In short, it tells you that your participation is voluntary, I will protect any personally-identifiable information you provide and gives you the details to remove yourself from the research at any time. This research will be used for my dissertation and to help the higher education community understand why and how students like you chose a CBE program so that we can make changes to better serve you and students like you. If you choose to participate, here is the link: <Personalized Survey Monkey Link for Institution>. Thanks in advance for sharing your time and experience with me, Cali Cali M.K. Morrison, Doctoral Student Researcher Montana State University

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APPENDIX B

COLLEGE CHOICE AND COMPETENCY-BASED EDUCATION

LEARNER MOTIVATIONS SURVEY

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